The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Could Sir Nigel’s IIG take a stake? https://iigplc.com/board-and-investment-committee/
Paul Scott reporting that he's spoken to management :Yes it means forgoing a future royalty stream, but to date there has been nothing received in royalties, and it could have potentially taken SLB years to switch over from selling 33k pa existing tech wellheads, to the new ones with Plexus IP in them. A bird in the hand, I guess.Q1. I asked if the upside case had been diminished by this deal. A1. Upside has not been diminished at all.Q2. i asked why the RNS today gave a negative impression to investors? A2. Because confidentiality agreements meant that a lot of the original announcement, which explained the deal fully, had to be cut. They're thinking of ways to clarify things to the market.
The Agreement also includes a non-exclusive licence to SLB for Adjustable Surface Production Wellheads, and HG Trees with the potential to generate royalties for Plexus from such special applications of the POS-GRIP technology.
A major point on ADC’s is that they decrease in efficacy over time. Tumor I’m cells develop therapy resistance to ADC. The half life on an ADC is typically 2-5 days. One of the major challenges of ADCs is unavoidable toxic side effects, which is caused by the premature release of cytotoxic small molecules into the bloodstream. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8389690/
This is a total upgrade in management from a year ago
Because Boston is one of the epicentres of biotechnology and med devices in the USA and therefore the home of talent and finance in this sector.
Thanks all. I’m the Twunt or Qunt you refer to. I only came up with P2/P3 data for Quint because he asked for it. He’s blocked now. I understand P3 is irrelevant for #AVCT. AVCT is my 2nd largest position. Risk reward very much in favour of a successful outcome. Toxicity data very encouraging and the Therapeutics Science Day is a genius PR move. Let’s lose the hate.
Instead of obsessing about an amount of debt that is not troubling this company let’s focus instead on the increased FCF guidance of 2-2.2bn up from previous 1.8-2.0bn only 3 months ago. Wow!!
Don’t think accelerating debt repayment is an issue. They always said 2023 for debt free. Warning shot across the bows to UK government on further tax.
I’ve worked in equity markets with MM’s and there are several ways around any restriction which are frequently used. MM’s from different firms often socialise with each other out of work.
I think the EIG shorts front run comment is bang on
Anyone hazard a guess as to when we might get another TU? January 23 or earlier?
and #IGAS!!
?BBC lunchtime news specifically mentioned Lincolnshire and Norfolk as two of the areas where drilling licences would be “approved and fast tracked” #UJO #EDR. Fill yer boots!?
?BBC lunchtime news specifically mentioned Lincolnshire and Norfolk as two of the areas where drilling licences would be “approved and fast tracked” #UJO #EDR. Fill yer boots!?
?BBC lunchtime news specifically mentioned Lincolnshire and Norfolk as two of the areas where drilling licences would be “approved and fast tracked” #UJO #EDR. Fill yer boots!?
The global rig count from Baker Hughes does not lie - neither do the IEA
https://www.etoro.com/news-and-analysis/trading/investment-opportunities-with-energy/
The global rig count from Baker Hughes does not lie - neither do the IEA
https://www.etoro.com/news-and-analysis/trading/investment-opportunities-with-energy/
The global rig count from Baker Hughes does not lie - neither do the IEA
https://www.etoro.com/news-and-analysis/trading/investment-opportunities-with-energy/
The global rig count from Baker Hughes does not lie - neither do the IEA
https://www.etoro.com/news-and-analysis/trading/investment-opportunities-with-energy/