Member Info for Shirley23

What’s the volume 500k. Calm down folks. No leak imho.

Novice, do you know Hugh by chance? Lol.

Although it states 67% not in public hands that includes the holdings of the likes of Hargreaves, Halifax, Barclays, Beaufort, AJ Bell, etc which are all nominee accounts where the majority of us will trade so it’s a slightly misleading figures as I count myself as retail and a public investor. Given Myles and Nigel hold about 20% I would say the figures not in retail public hands is nearer 25-30%

Cattleman What I’m getting at is insti buyers, small cap funds, pension funds etc ain’t going bother putting 60k in here. Give a few days of that similar buying and a TR1 then it’s worth taking note. Just my opinion given I’ve worked in that space for over 15 years.

Weve had this before though Chirp, a few chunky trades and everyone screams insti buys but no notifications come. More likely just PIs with slightly deeper pockets in my view. 2x145k trades from Friday is only about £60k. I’m still waiting for all the deals to come out of Japan that everyone was banging on about that would happen immediately after the trip. Still waiting on that. Within 3 months wasn’t it? Tick tick.

agree johno. nice to see it holding up and the lack of ramping and copy & paste from the usual peeps. bodes well.

Rns yesterday said funded well into 2019 so depends on your time horizons I guess. Japan deals will rolling in by then so we should be ok :)

Decent pipeline you are right AB47. Be interesting to see though if the journey takes us to ever see the full pipeline potential. If S and N are the slam dunk successes that many expect and the deals come rolling in, that may well take us to a price in the £’S that is life changing and many may feel comfortable calling it a day and moving on. I’d probably put myself in that camp.

"What is the problem on here, some are assuming N4 have secured deals in Japan, some are assuming Sildenafil reformulation will be successful" its called ramping i think AB47..

it interestings jelenko that over the years the numbers of 2, 5 or 10 pounds have been mentioned. I'm with you i think the FDA will be the big kicker. what kind of jump will that give us? my worry is that we hover around here until then and then only get a small jump when it comes - then have to wait for sales to really kick 2-3 years out further that would annoy me to be honest! been in this a few years now and got my average down to not much higher than current share price so your �2 would prob see me take a fair bit of the table and walk away.

I agree on the Growth story here. That’s why I’m in. However whereas you and I are happy getting in early and taking on the risk that comes with that, my day job tells me many fund managers will often be happy to give up some early return for more probability later on. It’s not their money they play with but it is their jobs and egos.

Agree Hugh. For Many small cap funds we are still too small for. Micro cap and nano cap different story and will probably be taking a look here first.

jeez AG - just been in the MKA board.....echo .....echo....echo....

given the time and effort its taken to get this far and the fact that we're in the final stretch of the FDA journey...amazed by the lack of comments today. oh well, under the radar still or just bored not quite sure which. new tax year tomorrow I'm having some more...

To be contrarian I’ll go no news of note from sildenafil and no partnerships or positives of note from Japan, 14p.

Yes he does.

Oldskool. How dare you have caution and suggest a down side. What are you doing here! Have you learnt nothing from reading. Take cover my friend, deals, colloborations and huge amount of cash all incoming in less than three months!

PJ99 that’s funny.

I haven’t feel free to.

Very interesting . All the boring bits were done in 5 minutes but following that AN spent a good hour presenting, half an hour on questions and then we did a lab tour and saw the machine in action. Only 13 people there. The timelines to FDA although frustrating were understandable. The validation study will start in December, if not January and they anticipate will be concluded and results known by end of June. Data can then be submitted to FDA. Expect a bit of back and forth and approval by end of 2018. FDA conversations are ongoing all the time. No point in upgrading the machine now to work faster etc as that would invalidate everything done with the FDA so far and would have to start again. Test takes 90 minutes and a further 45 to clean the machine, cleaning starts automatically. One machine can do 2-3 tests in a working day. Will look to optimise further when FDA approved. AN vigorously defended the timelines v competition. All sorts of info required from FDA, e.g. How does it react to other drugs that a patient may be taking etc so lots of tests being done to cover these scenarios. A further presentation speech will happen in March at the big US gynaecology conference which will explain the ovarian results from this year in more detail. AN made that sound important. Vortex 3-4 years behind. No KOL studies. Net scientific basically saying �look at us we�re great� to promote vortex but they are way behind. Even so market is huge so enough for a few players to have a go at. Very expensive vortex machine v angle.Cellsearch have lost employees to Angle. AN still firmly believes they are now leader.The number of independent papers being produced by firms using Parsortix off their own back is increasing. Breast cancer study goes straight to validation study so be interesting how that goes...I missed why as was scribbling. No update on sales since April but machines and cassettes have 75% gross margin. I asked about share price and if the city have showed a lot of interest. Thinks we will be pleased with TR1 when it names those who bought in recently. Flippant comment but telling �40p or 60p today, it doesn�t matter, it�s the multiples to come that will matter�. Arrogance or belief from GS, he clearly has belief. Research sales are slow because even the big pharmas prefer FDA before they use it. Prostate results were interesting where positives came out and using the megakaryocites could bunch together those likely to need immediate life saving treatment and those that didnt. Many correctly identified that died in short order. Axela takeover discussed. Bought off a private equity fund who wanted to sell. Very low ball offer got accepted. Looking for more deals etc. Moving as fast as they can. Paying students from the uni next door �20 a time for blood to spike and use in FDA and other research. About it really from my notes. If like me and time is on your