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As Antisoma are a little secretive with there acquisitions, I am wondering if ORA have brought antisoma along for the restructuring/takeover of Ceres power. See quote in press release "parties deemed to be acting in concert with ORA will hold between 25.83% and 29.95%". http://www.4-traders.com/CERES-POWER-HOLDINGS-PLC-4004950/news/Ceres-Power-Holdings-plc-Revised-Business-Strategy-and-Proposed-Fundraise-15557751/. In addition, please note American Biothera who bought the rights to Antisoma-Muc1 antibody when it was sold off after the initial trial failed are having another go using it in combination with immune activating agent in 2nd/3rd line metastatic cancer. Antisoma have no more liabilities with the Muc1 antibody programs (if it is a failure) only 1-2% (my personal guess) share if it it successful. Biothera have renamed it BTH1704 http://www.biotherapharma.com/pharmaceutical/pipeline.html

I guess the stakes will be diversified (not just care homes) like with ORA capital who are supplying most of the ideas to Antisoma. Look at the companies ORA own for idea of the type of companies. I think it makes sense for Antisoma to wait a little for Europe to settle down before they go on a larger leveraged shopping spree. As it could lead to large ftse and especially AIM market drops.

Down to 3 directors salary 10K each. Still getting oral fludarabine payments for £619,000 per year (for 2 more years). Now back in profit £0.38M for 2012. Net assets £12.91M (2011: £12.54 million). First investment made for 1M in undisclosed care home. R&D tax losses available for carry forward are over "£156 million" to offset against future profit. Sounds good. The ship has finally turned around and over the next 5 years as Antisoma's smaller investments stack up and I think the share price will improve. Also shares held by directors or affiliates is over 50%, so should give some stability.

Does anyone thing that the move to AIM will be with a merger with ORA capital's only non listed company Novum Securities? I think it could make sense. As I guess ASM is really only a cash shell now so it need not matter if the other company is not in the life science sector. Novum Securities describes itself as a independent stockbroking house. I think for its first listing there could be a reasonable upside. However, I am a little worried that ASM maybe thinking of a share dilution to raise capital for the acquisition.

I believe I have guessed what Allen Miller and ORA Capital Partners are going to put into Antisoma (effectively now a shell company) once they have finally taken it over. It is very close to being announced (I think they may have 30%). The private company is called Pharminox another anticancer UK biotech that is not listed yet. Allen miller is a non-excutive director at Pharminox and he also runs Spencer-Churchill Miller Private. He is also non-excutive director at Tissue Regenix Ltd which ORA capital partners owns. Pharminox has only one phase1 compound and some pre-clinical compounds, so the new market cap will be valued at not more than say 30 million.