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inclined to agree bucolic.i know its not really meaningful to quote examples from other shares ,but have look at POLX who did recent fundraise. i may post bit more about this later when the dust settles a bit.

agree with that 81 lucky.

also fairly sizeable UT (£27k approx @44p) which does not seem to indicate a really sizeable fall on monday. shouldnt necessarily read too much into it though.

milktrayman I'm thinking along those lines as well.they may be in a much stronger position in negotiations being able to say we have £12m in the bank to carry on and fund our US trial etc, than if there were talking to potential licensees who would be saying well you only have £1.5m in the bank, so these are our terms! obviously there are a number of ways of assessing the import of it all but I'm inclined to see it as potentially positive.i do speak as someone who has already made fairly significant profits here ,so although the probable dip to the low 40ps or so won't be welcome i shall continue to hold for the deal news. incidentally i see a late trade for £43k @49.8p so not sure what that signifies if anything. i doubt we will drop to 25p or anything like it, but who knows.i do of course agree with the negative comments about timing, but that's ai m.if i had access to primary bid (i.e. funds in place) i would certainly buy more personally, but that is not advice to anyone else to do so.each to his own.

morning mel.that's interesting thanks.presumably we can't see it until the 18th? but encouraging.

and invesco have 4.88%. the register needs updating, but pointless to email napster to do so as they have never responded to any of my requests.agree completely with your sentiments jeppers.tends to be overlooked in light of the s/p decline ,but it's a fact that the major holders continue to hold.much of the sales trades have doubtless been nice and not so nice, but there is light, i hope, at the end of the conversion tunnel.

interesting comments moneyman.im afraid I'm a recent opportunistic newbie here,as i was in proactis and spotted that dbay had a large position here.so its interesting to hear some of the background.not suggesting any real parallels, but proactis had a large fall from grace which was seemingly overdone and then went through a FSP,which didn't produce anything(also suffered a complete covid collapse back in feb2020(?),before going on to plateau for several months.then bang t/o.as i say not suggesting any parallels but perhaps a similar journey here?

just by way background interest, it is noticeable that a number of the "Hot Stocks" have been taking quite significant falls from grace over the last few weeks. e.g. ARB. i suppose this is just part of the natural cycle,but it has seemed to me a little more pronounced as of late.

and the DD period marches on and on moniman. i suppose each situation is sui generis and it will take as long as it takes, but if it is true that there are more interested parties, you would expect that to add a spur to the proceedings. anyway personally very happy to continue waiting for outcome.

yes mooney.the mechanics of the appointment are ridiculously simple. a written directors' resolution would suffice. they don't even need to hold a meeting. all very odd.

i posted a couple of times a little while ago that following the registration of the davis loan charges, i expected to hear of lansing davis's board appointment. well i was clearly wrong. i now find this very odd. why has he not been appointed as per the AD? a falling out, power struggle or simple technical difficulties re perhaps his other directorships? could be some perfectly innocent reason,but the longer it goes on the more puzzling it becomes.

unaudited interims last year on 24th aug so some time to go for news on OTC.regretfully bignose i entirely agree that if OTC has been disappointing they will drop it.i suppose it depends on how much of a crack at it they will have been able to have by end of june (delays covid etc)so they may need longer period before reaching a decision.

so if there are 2000 or so people in this this supposed sinister telegram group, why only 440 odd trades yesterday and 136 so far today.clearly some of them are not pulling their weight! lol

fair point about the previous placing bignose.i haven't really followed the vrx history until recently. so hadn't thought of that. anyway lets hope there are no nasty surprises in the topline results. completely agree re taiwan.

afternoon bignose. vrx closed down 9%, but in the light of its recent increase this should probably be regarded as a minor movement only.i expect it is going to be pretty volatile for some time.the egm to approve the refinancing is on the 9th june but i assume it's all a forgone conclusion,so whether the outcome will move the s/p or not I've no idea.for me the big news is going to be the topline FDA trial results. i am assuming they will be released to the market in due course and i think this will be vital to the next stage here.as always fingers crossed.

im familiar with anic.i cannot see any immediate comparisons.here the s/p has fallen back from a much higher level. that was not the case with anic.we can only speculate as to the reasons for the rise,but personally a pre placing pump is not top of my list.anic have raised, what £62m, a not inconsiderable sum for an aim company.as always time will tell.

mavern apologies,prédictive text

agreed tavern.just listened to the interview(thanks very much conman for the link)and very encouraging. dont want to count chickens etc,but he does sound very confident re FDA.also sounds like we can expect some form of publication about the oxford trial fairly soon, which may give s/p a boost. all in all very positive.

morning all.i have to say my reaction to the update was very much in line with yours,bignose. the china news was quite disappointing and as i mentioned yesterday completely unexplained.what it does is to push china further down the road and place even more emphasis on FDA progress.pretty obvious why they start with vrx, as it's really the only piece of good news (well there is one other bit).agree its not in line with the strategy (what strategy i hear you cry!) but it's a positive development.entirely fortuitous of course and nothing to do with current strategy or business acumen.still good news.i always thought they would participate in the raise.they are a major holder and not to join in would have looked very bad.i agree with you heimdal that the terms are very favourable.its very odd really. the terms were set in feb when vrx's s/p was nothing like it is now. the s/pwent up 150% on the raise announcement and even though it looks like huge dilution it doesn't seem to have impacted market sentiment negatively. if regent didn't participate they would have been diluted, if i understand matters correctly. what i can't really understand is why the vrx s/p isn't being affected by the huge number of new shares that are going to be issued at a very much lower price.agree no news re DLI ,but i wasn't really expecting any. the one bit of good news apart from vrx is the us pricing research.i always take these things with a bucketful of salt and was sceptical of the original figures (145 to 500!),but I'm pleased that the further research gives a reasonable figure,albeit less than ,or at the bottom of, the previous figures. if that means it's more realistic it may help in our being taken seriously by potential us partners.who knows. final point.what the update does for me is to highlight the next most important potential development and that is the topline figures for the us trial. late june/july is going to be absolutely critical here.if there is anything negative in the topline figures i expect the s/p to plummet (hope that's not overly dramatic). if all is ok then probably a modest boost to /p/. so tenterhooks for me for next few weeks.all just my opinion of course.gla

thanks iatras.no explanation as to why china study number increased from 150 to 285.i find that a little odd.its timescale is now significantly extended which is not good news,but suppose our focus is more on FDA so doubt it will impact much on s/p.could be wrong.