Member Info for SLF72

Al, firstly thank you for posting and the sentiment.

It seems to me AGL should be an attractive target for the obvious suitors and I hope it is.

But I hope more that I correctly remember AN saying that the big investors were in it for the long term and not after an exit at the first opportunity.

That is where the big multiples are and that's the outcome I'm after.

Thanks.

The reference to HMRC isn't identifying a gift or loan of 2.5m to polx, it's a sweetener to investors. And substantial one. But we as small fry weren't invited to benefit from it last time.

The last funding round was at c.60p (?) or have i missed one. i imagine they'll do everything they can to find other sources of cash and not raise at such a dilutive level.

today's news is superb, target market/ thought leader and even more impressive that it is a completely new customer, that is a real vote of confidence on how the market views this new tech.

neither me or my mum has fully read the rns but the GM used to be $285k per machine, plus servicing, plus software, plus gas. but there's been a lot of inflation since then.

PD,

is there still EIS available? we/ PIs didnt benefit from it last time, so i dont expect we ever will unfortunately.

4%.

Your point i suppose it that the opportunity can grow 25X larger. Sounds good.

How thoughtful of astra zeneca to be so obliging

I expect, apart from the cash, the publicity and the downstream contract potential of this, one of the advantages is that it facilitates FDA approval.

I got the same email. Wasn't sure it was legit, so left it unread. The timing could be about right for full year, but you think they'd put it on the website too!!

TwoDumbtoSurvive,

but somehow, evidently we're both very wrong.

On the face of it not a great story, but could present an incredible opportunity.

https://www.theregister.com/2023/12/21/philips_exploding_mri/

Duly,

Sales?

The AIM is littered with worthless companies with great tech. I think people are more surprised this is still languishing in the sp regions of 2019 with virtually no sales post fda.

What we've got now is relief that positive news flow really might let LT holders replace belief with something a bit more tangible.

Fingers crossed this does become a catalyst for distribution.

Phillips: 'our collaboration with polx.... Is a major breakthrough in....'

That's a very positive comment. Very nice to hear. And provides great credibility to what polx are trying to offer.

System including RF coils, gross margin 60% (based on sale price $475k)
Per Dose Xenon, gross margin 70% (based on sales price $240)

that data is now 4 years old though.

dont forget that brasco are well acquainted with this market and how long it might take to get new product ducks in a row for sale. they had a punt presumably expecting a symbiotic relationship and as far as we know theyre still positive and a stakeholder.

thanks Deep.

i had a brief email exchange a few weeks ago too, and as you say have always found him honest and straight forward, which is comforting.

i think the manuals that have been referred to, in production currently, relied on the FDA 'labelling' for their content so couldn't have been completed ahead of time. I suppose that does make sense and explains why we might be at an appropriate 'stage' in business development.

its fair to say i was anticipating sales to follow the approval more quickly, i probably wasnt alone, but as ever good traction in the future will make the timing unimportant.

thanks again

Can you add any colour to that Deepjoy?

I struggle to understand what the point of these chat boards is if you're afraid of differing opinion.

*Bastian

thanks for sharing the link.
the interview is much more confidence inspiring than the SP action recently.

Christian says/ implies that all the research partners are converting their machines for commercial use, if anyone is putting together a list of questions for Monday would you mind adding confirmation of that point too please if you haven't already. if it's correct, again its a pretty serious confirmation of valuable the kit/ imagining service is.
if they're not all converting it would be interesting to know why not.