Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Alam, you are right I hold a significant amount but I feel that it is unfair to start asking questions after 6 months. Especially in biotech. These things take time. One phase 3 trial can take 6-9 months alone. Next year is a big year for tils. I will reassess once I have been holding for atleast 18 months. As for the making money elsewhere.. I only hold 3 stocks and all are red at the moment..they are all long term holds though so im not concerned...I always seem to lose out when I try to trade so I don't do that anymore.. however i’m well researched on all my holdings, read everything and follow the companies closely. I trust my research to come good in the end. All the best.
Hi all. Interesting reading some of the comments. Everyone is entitled to their opinion. Im quite happy where we are and continue to accumulate shares. This was always a long term hold so not too fussed about the daily price action. Everyones perspective is different but from my point of view it allows accumulation at bargain prices so quite happy with that. As for broken promises... I think things could have been done differently.. but GC doesn’t seem too concerned. We can have all the PR and hype in the world but this is a results based business... GC highlighted last night that he cannot promise success. It all depends on the data read outs. We have to remember that this is real life.. things take time.. plenty of delays... but we have move to main market in December (ish), then covid readout in Jan. then start of another covid trial. Don't forget our covid play only came about in march 20. Our main portfolio has been in the works for the last 5 years and has barely got started yet. 2021 will be a big year as was 20 for tils. The main trials are still to come with preliminary results middle of next year . I believe in the science and the leadership so I will stay till the end. Price fluctuations, SP will correct itself in time. GC could have sold at £2.50 and made £100 million. He didn't seem too concerned last night so I wont worry much either. Thought his reply to being single listed on London was hilarious lol he is a straight talker. Not a ramper. I got all I needed from the conference call. This remains a great hold long term as will Accustem pretty soon. GLA
Morning bmo3. I agree. Picked up
Some more at 85. Have a good day everyone.
Dont want to tempt fate but like whimax said a while back.. if the trial is still ongoing then means its safe. Positive implications for our other trials to come in 21
https://twitter.com/shirazk48870262/status/1331556926862348288?s=21
Post covid symptoms remain for many and drugs like Foralumab could be crucial for years to come.
Morning all,
Have a great day!!
https://twitter.com/shirazk48870262/status/1331513420739469312?s=21
This is an article from 2009. Look at some of the figures involved compared to what we paid for foralumab. GC pulled off a blinder. All those years of work is about to come to fruition in the next 12 months. Imagine the income if even one of our trials is successful. Big pharma will be all over us like a rash...
https://www.google.co.uk/amp/s/www.evaluate.com/node/1431/amp
Evening all,
I was doing some googling and reading on the history of some of our pipeline. Foralumab, il6. Came across some interesting information. All good for LTH interested in the history of the company and how GC has built up our portfolio. The time and effort that has gone into this means he will want to maximise his output which is great news for shareholders. It also puts ‘timelines’ in the pharma industry into perspective for some who are panicked because the SP has been down for 4 weeks... we acquired these assets from novimmune at bargain prices... shows GC doesn't just sit around in the background drinking tea all day... you don't get to where he has in life without being very good at what you do. The prices paid for these assets are a bargain.... the future is bright with GC at the helm...and these drugs are cery relevant for todays pharma market... showing great foresight on GC and KS part....no prizes for guessing what came of NI 0401 lol...
https://www.mednous.com/system/files/NovImmune_June09.pdf
https://www.biospace.com/article/releases/tiziana-life-sciences-plc-licenses-foralumab-from-novimmune-sa-/
https://www.fiercebiotech.com/biotech/tiziana-plots-nash-combo-after-buying-novimmune-asset
CE- im anxiously waiting for the positives why you invested? You seem like a very well researched investor. To have a considerable holding you must have read up for days?Perhaps I may learn something i didn't even know about this great company? Fire away...
Bluebelly agreed. Plenty in the pipeline.. more demergers to look forward to lol. Very excited about the future :) we only need one of these to come off and like the good Dr says ‘mcap will be north of £1 billion’.
Alam... feel your pain, we all do.. but I honestly think its temporary.. I would be equally worried if the bod were constantly ramping the stock..with little substance... of if GC was offloading in background some execs on AIM... The markets are all about results.. talk is cheap...tils D Day is coming.... I think its unfair to have a go at the bod 3 weeks after a demerger and before Accustem is listed..simply too many variables to make a judgement.... we can only judge them in 6 months once accustem is listed and tils has had a chance to consolidate... furthermore if you look at todays biggest fallers you will see SNG, AVCT, GDR,ODX. NYCT had an off day. Basically we are a victim of the covid bubble so its unfair to blame the bod too much. Our portfolio is diverse and I did not buy tils for the covid play so I am convinced the SP will correct itself in due course. Patience.
Lolm.. interesting question... quick google shows its been looked at ... role of t cells (cd4 cells), whixh foralumab modulates responses of... Not a Dr so not qualified to answer though to be honest but modern medicine is making such huge strides wouldn't surprise me..gluten free diet for the foreseeable future though until we tackle crohns and Alzheimers lol
https://pubmed.ncbi.nlm.nih.gov/16318991/
YAlam.. we are 2-3 weeks after demerger... always expected SP to be around 110-140 post demerger. Vaccine news took us to 90p (unfairly). This is the lowest I have seen in 6 months. I expect a bounce up at some stage. Espec with brazil around the corner... demerger was always a risk but it is too early to judge if it has been good or bad for PI’s. I think it will be great for PI’s in time. 3 weeks post demerger is not the time to judge the SP or the bod.
LBC thats a fantastic strategy. Im seeing Accustem as my retirement fund too. I think yalam was talking along the same lines a few days back too..just need abit of luck from above. on a serious note I do think we will have more demergers to come next year lol. Milciclib at some point... not fulfilling its potential in our current portfolio lol
At least we all know how a demerger works now lol. Lets hope the bod were taking notes lol
Dont forget milciclib.. will prob get demerged next year...foralumab in other conditions like diabetes... cancer therapy...arthritis... decent size markets lol
And as you mention the loss is for no good reason.. so it will correct itself...
LBC.. GC owns 64 million... still couldn't resist and picked up another 45k at market a few days ago...his holding and his credentials have always derisked my investment for me completely... he didnt get to where he is by being naive...has the contacts, has the team and the tech. As Roker mentions.. all about execution... it will come. Only a matter of time
Agreed rockz. Ive seen articles by Dr Weiner study mAb efficacy from 1988 lol. Thats experience
Not long to wait cloudy.. fingers crossed... the thing I like here is that god forbid even if the results are not as hoped we have plenty of trials to come in 21. With folks like Dr Weiner and Dr Ferrara at the helm I think it is a matter of when and not if