Member Info for Techtonic

"Might possibly need to wait until at least Easter to see any news."

On what evidence do you base that statement XYZ, apart from, I'm taking it, pulling a date out of thin air.

What particular relevance does Easter have? Are eggs involved, bunnies, or Jesus?!

He stated he would be revealing his winner of the share with the biggest potential for growth at the start of the month...(I'm not sure which month and he seems to have gone quiet!)

(Ciz were in his shortlist)

Think Ciz (and probably Vela) are like most companies in this situation - and analogous to PI traders.

They tend to be bad at trading.

I messaged Ciz when the CDT share price hit $7, urhing them to sell a few... And CDT then subsequently broke support level.

If they were prudent at trading Ciz would have been selling into the rise..

But they're scientists and not traders..

And , maybe like a few on here, psychologically see anything under $10 as a "loss".

(Incorrectly, in my opinion)

Anyway, a bird in the hand and all that..

I hope Ciz have sold a few...like Brondby states, at the present cash burn, getting 300k out from CDT will probably provide another 4 months funding -and hopefully to commercialisation

Definitely do not want to see any dilution when they have this option.

The MMs always know something we don't, Brondby ;o)

To be, or not to be, that is the question!

Oh, sorry forgot...and

4) If Ciz can get an LFT test to market for lung cancer, this really will be a game changer - and a unique selling point over all others.

Good to see an enlightened discussion on this.

I've just got back in and started reading about Novelna..

I also wanted to telephone them and ask a few specific questions but they do not have a phone number! Typical modern company.

So forgive me if I'm repeating a few things as I'm reading and writing at the same time.

It does appear that there is much work to be done by Novelner and there are limitations in the study - although I'm still not quite sure how further advanced they are..

One thing I was struck by is that in the cohort of 44 lung cancer suffered, NONE were in Stage 1 (please check this). So Cizzle has advantage there.

22 had Stage 2 and 22 Stage 3 in USA Novelna study.

All in their breast cancer study were Stage 3 disease.

A few comments:

1) Cizzle appears to still have first mover advantage - but that could change at any point.

2) There are at least a handful of competitors out there - so Ciz needs to get its skates on (although the science doesn't hurry for anyone)

3) CIZ needs to get its finger out with Marketing and Publicity.

I'm giving them the benefit of the doubt while the test is still "unproven" in the public domain, but would expect them to come out all guns blazing with National TV/ press coverage if/when this is commercialized.

Trying to find if lung cancer is one of the 18 by Novelna .

But it has 93% accuracy.

Ciz need to get a move on else will be late to the party, and closed out.

I will read further, but Novelna's tech is complete as far as I can see...not sure how much further testing they need to get to market

There's a huge piece in all the national papers today on an American company called Novelna..

A DNA test for 18 stage one cancers.

I've yet to read it in detail that it looks way way more accurate than Galleri.

Described as a" game changer"

A big piece and the Guardian and the

Sun, and other Nationals.

This is the reason why it's easy (and potentially dangerous) to count your chickens with Cizzle (and talk in the multi billions - especially when we have a test for one cancer only)

There are competitors out there.. some of them in advanced stages.

You just don't hear about them when their private companies until they get into advanced development

Those who have been here longer and have time to read about Novelna..

Comments welcome.

And there we go...a £10K buy.

Got a feeling there's a few MM swaps going on here..

But it's all within 'normal' low volume PI trades too

I agree Greend...it would definitely be Russian Roulette to trade in and out of this now.

Some people play by having a core holding, then trade around the edges with 10% or whatever .

I've put quite a bit in and I'm sticking with it.

Got a feeling that an RNS will drop and take everyone by surprise.

My only gripe is that I thin they've been a bit loose with language, throwing up all sorts of debates around whether the clinical trials have started, or whether they're still in design stage.

That should have been a clinically clear use of language.

My take on it is that the clinical trials are underway (at least), and the next RNS will be results and further news of commercialization.

I think it would be disappointing if the next RNS states that the clinical trials are still to start.

In context , it has been pretty low volume trading

It can be disconcerting when there's no news and there appears to be a pattern to share sells..

Ie when they're in blocks and it's quite relentless..

When I say "appears", that's because nothing is certain in this game.

I've seen shares in the past when the MMs have taken it into a falling knife just before massively positive news to collect shares.

Having said that I do wonder - as in human curiosity - when there's day after day of rounded share trades (sells).

It appears more than the average Joe - and the bigger holders on here 'appear' not to be selling.

There's been no Holdings notification, so no bigger player 'appears' to be selling .

It's possible there has been a sniff of a delay or that the data isn't up to scratch.

It's also possible that the MMS may be selling shares between each other.

Who knows, but these periods between news with falling share price do test nerves.

Nothing 'appears' to be amiss..but only insiders will truly know that

Nice posts, Brondby.

Just supposition here, but assuming clinical trials success and roll out of the LDT and then LFT tests, that will create a massive income stream..

I then see the major potential in the broadening of the field of cancer detection, stated in the detailed Patent application..

Once this gains traction and gets to another base level Market Cap of maybe £50M, I would then hope that other cancer tests come into the general consciousness.

There was also a reference to a possible pathway to changing the early behaviour of lung cancer - and maybe even preventing it.

This would indeed be a worldwide blockbuster but would be years and years of trials in the making.

But from a strong foundation with Ciz' lung test, I can see further developments making this huge and a definite buyout at some point..(with the usual caveats of success etc)

In that November article, Charles Archer said he was going to declare a winner for the growth share of 2024 "at the start of next month" -December..

Did he mean January?

In fact, Brondby, he said in the "VERY near term", but he did caveat by preceding it with the phrase "our HOPE is"..

I suppose it depends how much credence you put on the word "hope" and what "very near" means.

Very near suggest to me in the next few weeks - but in biotech land it may mean 6 months

Jace...Bio-techne seems to operate by offering an initial put-down payment, then 100s millions more depending on annual revenue.

I suppose if you're looking at a straight out buy-out, then , based on testing of 30mill + people /year at 100 dollars a test then ballpark figure would be closer to $500mill+ ..

But I'll believe it when I see it

Call me a short-termer, but I certainly wouldn't like to be sitting on 'dead' money for another year.

If AS can be taken at his word that they are aiming at "the very near term" to get to market, I think it would not be true that his word if it was a year down the line. I would be disappointed in him and lose faith somewhat if this goes on for months and months now.

Obviously there will be an incremental stage uplift to this (If successful) from initial success of trials, to getting the marketing ramped up , getting it out there in the US and China.

Then income...

And hopefully sometime during this process - a buy out for big bucks.

Also Brondby, and probably more importantly, there will be other companies out there trying to develop the same/similar, and to that extent all these biotechs are quite time sensitive. The longer the time the more the risk.

It does appear that they are very close to capitalising on the technology with the distribution deals, and JESS system..but I understand the frustration of LTH's in at significantly higher price.

However, based on past Biotechne buy-outs, this should be $100Mill+ with additional goal-based additional hikes for sales success.

Still have an issue with the name! It's very poor ! Sounds like a very bad fizzy pop, or some bad men's mag from the 70s! I know it's based on the Ciz protein, but it sounds childish and unprofessional. And that silly kindergarten sun logo!

Still, it won't matter a jot if the tech is good :o)

I'm relaxed about it too Brondby, and would concur with CDT upward trend - until yesterday - but broke channel support of 5.35 ...so we will see.

I would say with the size of those trades that someone knows something. News tomorrow or Thurs?

Shame I haven't got more funds to top this one up.

"All Resolutions Passed"

From someone probably longer in the tooth with Share dealing, that's all that these days usually impart.

Nothing to see other than anodyne bureaucratic tick boxing.

You are simply not allowed to store up price sensitive news for agms