Member Info for Sparkle1

Of course there will be a market in the USA... but do you think that the UK gov, with the current purchasing power of the NHS, will be awarding grants to a company that it will just let go so they can pay through the nose for the NHS? Investors around globe are clearly interested in the company - my comment is replying on the likelihood that Trump would be interested in a company not yet marketable to save his presidency at the expense of a $22bn USA company currently with the no 1 product in the world. That logic is nonsense is what i was trying to say. If you are Gilead, you want this company to disappear when you are turning over $22bn.

oh, i forgot.... in my opinion - I'd ignore all the crap about Trump on this board. If this works, then its main competitor is Rendesivir, made by Gilead, USA company turnover $22bn... so if USA want to buy then it will be to shut down the company.
Not going to happen. Just drivel nonsense. The people looking at this closest will be NHS who will have strings attached to grants. Again, thats just my take but seems to make more sense than the drivel being spouted about Trump.

hope this helps: its not flying further at the moment because:
1. This is a phase 2 trial which means it cant be marketed etc yet. It has not been peer reviewed yet and the sample size is very small. Thus there is some degree of risk. It is not risk free.
2. On the results of the phase 2 trial, then the company is now fairly priced and most of these types of shares move upwards properly on RNS statements. Thus it is poodling along sideways for a bit. The forecast if all goes well may be exceptional and thus why people are staying in. But it has gone up 500%+ on that likelihood already so will probably now need some more results / info to move a lot higher.
3. The Uk Gov bought the Oxford vaccine company to take control. Thus, if this is a go-er medically, i can see Gov stepping in to control. Rishi seems pretty bright and has tons of dosh and the NHS will be its no 1 customer likely as not. It certainly will have some strings attached to funding it.
Thats my take - might be right, might be wrong. I have had them for 5 years and averaged down 3 years ago; average 17p so i am watching it pretty closely. Clearly massively up. Have debated selling but i sold Ocado, Next, Google, Amazon all too early... but i quite often listen to Bloomberg TV and when they asked the CEO of Carlyle how he made his dosh his reply was " i always sold too early" and i often remember that in my more mad moments. Hope this helps you.

My understanding is that the UK Gov stepped in and basically bought the Oxford vaccine company a little while ago to control it. So, i would think the most likely candidate to own / fund this company is the Uk Gov as they are all over it? Rishi appears pretty bright to me and his entire background is M&A and they are throwing money at everything.

Looking in the cold light of day at the numbers: they have burnt £20m and have little revenue; USA launch is a year behind originally stated; its going to need a lot of cash to crack USA; the possibility of a buy-out has receeded as tax position for US companies has changed; company has actively sought to sell out and has not; has already burnt £20m and no sales to show so the valuation for the IP way too high; its parent company has just had to raise more cash and is down 7% on the month. two days where nearly 1m traded so someone moving something. But this does not explain the sudden collapse. I think that is explained by the fact it was around10p and went high on acquisition hopes due to differential on tax. Now that has gone, its dropping back to 10p??? Someone knows something here, more than is obvious. Something happened this week that is yet to become obvious. Pain in neck for all frankly. IP is he parent so not good the parent has gone to market for cash and convoluted structure.

Weird isnt it. The only things i can think of are a) Std LIfe went below 6% but its neither here nor there as they sold less than 1% of their holding. Std LIfe and Neil Woodford still backing it in their funds. b) two non execs retiring but that doesnt seem too major either. Anyway i am staying in as have every respect for Neil Woodfords judgement and he bought in higher than it now is.