Member Info for Soupdragon78

Good to see that both founders of the company, JH and DG haven’t sold any of their holding over the duration, despite the rollercoaster.

Hard facts.

Dan is very quick to confirm these days. ;-)

FX, at end of March last year DG's holding was 37.5m according to the company registrars and if S&P Global is correct then thats still the case through to Feb this year.

Its ridiculous filter, they used to do it but stopped during Covid due to 'staffing' (yeah right!)

Now say they'll launch something in this tax year! Probs next March.

All eyes on Daniel once more to issue a TR1 (or not)

goup, the placing shares mean that her holding cross the percentage threshold down from 6.3% to 5.3%

She still holds 37.5m shares (unchanged)

Taz, the two 350k trades are a bed and isa.

I wish HL would get their act together to be able to bed and ISA, its been out of action there for a year now. I've got 1.2m to transfer across to my ISA. They just tell me to sell in the market, wait for the funds to clear, transfer the cash, wait to clear in my ISA then buy back. Jokers.

Certainly not JH, just declared her holding is unchanged.

Funny how this started about how NXP004 couldn’t be Lynparza, now it’s about data costs.

The most pertinent fact is that the poster got caught using multiple usernames. Now think about why they would choose to do that.

ps. Did you ever ask AZ why they signed up for an IPF drug ($380m) without any human data?

Thanks Mulder, remind us again why you also posted as foremagnus?

Heaven help us when any of the twitter crowd learn to read an rns.

There you go filter, CPI TR1 just out. They've not sold any since the previous one.

Not approached IFC recently, as you say they were good at responding quickly but as we all know, they can't tell us anything that's not already in the public domain.

5 weeks since DG came back on board and we started to look to the 'near future'.

That’s all of the shares from the placing issued. There won’t be any more.

Not expecting Lanstead to buy in the open market.

We are only one month into the payments. They commenced three months after the rns. So there are 19 remaining.

AR has experience of this type of subscription from when he was at Feedback (FDBK), albeit that time the subscription was with Stanfords not Lanstead, plus he subsequently announced his retirement.
There will be a plan in place for how to achieve a positive result from the placing over the 20 months, although as we know they cannot manipulate the sp, so its not entirely within their control.

My thoughts are that they will seek to close out an option with someone as they progress non-GLP and GLP toxicology. With whoever takes the option then outlicensing once phase 1 ready.

If we look at the RedX deal with Astra, they only got payments if they reached milestones leading to phase 1 commencing. So they still had to fund an up front element themselves. So, if NFX were to do the same they would still need Lansteads money to get them to Phase 1 ready.

Again the impatient exiting at a loss. A number of the sells today trace back to buys from 2 weeks ago (the 1m sell being purchased on the 23rd). All of them selling at a loss.

Thanks Ralovatt, so that would mean the company has circa £900k cash at present.

In theory we will get a few TR1’s now as it pushes a few down across a percentage threshold.
Previously CPI and JH released theirs, DG should have as well but didn’t. Should see them do so again, so we will see where CPI sit.