Member Info for SWAT77

Gtc and all. Out of curiosity i thought I’d follow the link and see if there was a figure put on it from Pfizer. I found something slightly different, but could this even possibly (shooting for the moon) the type of value put on Fusions product(s)?

Pfizer acquired the licensing rights for the bispecific antibody SSGJ-707 from 3SBio for an upfront payment of $1.25 billion, according to Pfizer. Pfizer also has the option to extend the license to include exclusive development and commercialization rights in China for an additional $150 million in option payments. Furthermore, 3SBio is eligible to receive up to $4.8 billion in milestone payments upon achievement of certain development, regulatory, and commercial targets, along with tiered double-digit royalties on global sales. Pfizer will also make a $100 million equity investment in 3SBio.

Whoever / whatever caused this, my ISA is very very grateful! Great unexpected addition at 5.25

Well I got 2,672,413 in my SIPP earlier to go with my ISA holding and I have very sticky hands. Yes I was 48 years old before I discovered a SIPP existed!

SC, well let’s hope / believe it’s our lucky day. TLOA has been pretty on point up until now and her 8 - 14 day announcement post puts Thursday at day 13, so lucky for some!!!!!! 50% ish of what I have is in here so good luck SC and all.

Great information Vinyl. Overall a high quality board here. I know we all like to post if, buts and possiblys but a post last week about current costs of existing therapies in the UK got me thinking. What is the potential size of market we are looking at, if Solvonis emerges as a market leader:

Adults in treatment for alcohol problems: 94,173

Adults in treatment for non-opiate and alcohol problems: 25,332

Total number of adults in contact with alcohol treatment services (including those also dealing with non-opiate issues): 119,505 (94,173 + 25,332)

We are looking strong in the US market and the number there is 2.3 million. If you extrapolate that to the £ value of cost per patient posted last week the the x multiplier of the current mcap is utterly phenomenal!! And that’s from 2 countries!!!

Perhaps the poster from last week would like to paste their post from last week to this thread re NHS spend per patient

Great research!! Can I ask, who is this guy in relation to Tunisia and this case? Just wondering what he does that would allow him access to the information

Love this and hate this in equal measure……..do I go all in on my ISAA?? Arrrrggghh

From memory it’s 38%, so should have a pretty heavy influence

If you go back on this bird to the end of last week he did post he’d bought 3.08%

also, it would be logical to treat it the same as criminal cases where there are masses of victims. they don’t try them all just in case there is a **** up in the evidence presented so that they essentially get a 2nd crack of the whip later. same here, try the smallest of the claims and protect and learn from this before trying the much more important and valuable cases. that way only single figure millions lost rather than 100s of millions

Evening all. Link below to a new Stockpox podcast uploaded this evening. Starts at 4 mins 30. The guy summarising Greenroc could not have written a more concise and punchy insite into Greenroc right now and anyone hearing those numbers is going to quickly start doing some reading. Between that and hopefully churning being completed as discussed over the weekend, then next week is a blinder!!!!!

https://m.youtube.com/watch?v=WeEG6hpzMP0

Don’t talk absolute nonsense Decay, the US is not going to ‘invade’ a European territory. Trump just says the first thing that pops into his brain and some people are stupid enough to consider it a possibility or a reality!!

0.3%

Like we’ve already covered Pumpky, someone (or several people) who may take a little cut now but who aren’t stupid enough to cash out at the ground floor of this 75 floor elevator ride! Seriously quit it now, you’ve become really boring as this share isn’t about the next few weeks, it’s about long term holders making an enormous return on 1 year +

NotReady1 I totally agree, as the saying goes today’s news is tomorrow’s chip paper! Anyone who is here for the long haul , like me, can seriously park the warrants conversation (even Pumpky). Whether anyone got in at 0.45 or 0.8 it doesn’t matter as we’ve had the opportunity to get in at the bottom floor of a share which in 1 or 2 years is going to the top floor. In which case it really really doesn’t matter that much what happens this week, or next week. Yes looking at your screen and seeing +5%, +15% or more is exciting but isn’t going to happen like that. It’s literally a brand new company and project! GLA, enjoy the ride we’re on, have some patience with the board and let’s celebrate next summer

Spot on PanamaBob. As you say they have stated drones are going to be a core product. I had a little look earlier today at the cost and volume of drones used in Russia / Ukraine which does seem to be the theatre of modern warfare with drone technology. Basic(ish) drones with a light payload are $20-50,000 each and up to $1,000,000+ with a heavy payload. Ukraine manufactured 1.5 million drones in 2024. 117 drones were used in yesterday’s attack and if you are correct at £10,000 each then that’s £1,170,000 in one effort. All this info Vs our current Mcap makes for a very interesting next few years with the SP if they get the contracts. I got in 3 weeks ago and it’s a LTH for me

Https://youtu.be/CJ3tzDUPBek

* could be

Interesting Monty. Before I chucked some money at this last week my train of thought was that the 500 million couldn’t really be used as any sort of yardstick against potential revenues, as the published figure of 500 million couldn’t be made up of all of the much more expensive costs of treating advanced cancer Vs catching it at an early stage with a comparatively much cheaper test?

Honest question, how did you arrive at an Mcap figure of $1.5 billion?