Member Info for ThinIce

Not seen any volumes that would suggest II's are buying.

It’s just that you are stating the bleeding obvious!

Stanley, I really don't understand what point you are trying to make. Other than its very tedious.

Everyone knows this is a speculative play. Its largely based on one product that goes into trial in the next month or so. If that trial fails, there will be no agreement with anyone and the share price will fall back. Everyone who is invested here knows that.

If its successful, then the share price will rise and there is a high chance there will be a deal with major pharma.

Its a gamble. If you went to Ascot, would you stand by the bookies reminding everyone that if their horse doesn't come in, they have lost their bet?

I'm out as I need the money right now, but your attempts to patronize those that remain invested here are disparaging and probably says more about you and your investing experience.

And I've kept my shirt.

Good luck all.

Without ground breaking news, I don't anticipate any significant movement across the markets over the next few weeks until we have a new Prime Minister in place and even then, I am not sure how the markets will react. If further borrowing is on the cards, I will sell most of my portfolio and sit out for 12 months.

The political uncertainty is not what anyone needs right now!

Do we have a date for the start of the trial? Or have I missed it?

The EHA is running from 11-14, so it largely depends on whether this is all well received. I would expect further updates next week depending on what can or cannot be said. They’ve certainly expended enough time and energy preparing for this event (not least telling the world they will be there showcasing), so I wouldn’t expect it to go quiet once the event has concluded, unless of course it’s a complete waist of time. I doubt that.

My short-term target here is 15p, although I should say my b/e is 8.5p.

From the September 25 RNS:

"With a clear cash runway into 2027, and multiple near term clinical inflection points, we believe that we are well positioned to deliver value for our shareholders".

As has been pointed out to you many times.

Strange chap.

Turns up, listens to nothing, demonstrates a total lack of understanding of the business (based on one Vox video), the characters involved and how the stock market works.

Asks for apologies then says he’s getting nothing from the exchange.

And presumably he’s back to his 1974 issue of Razzle magazine.

Hopefully he hasn’t shut down the proper discussion.

Thanks for you reply.

Sure, I get your maths. I am simply saying that with a 7.5% stake, there is little the BOD can do outside of the market price and the activities of a potential bidder. There are some chunky buys going through (the ones we can see) and there is potentially some significant stake building going on behind the scenes. I suspect that we may see a TR1 if the price continues on this trajectory (it will be firmly on the radar of the institutions this week - hard to ignore!).

The timing of an approach is of course key. The only thing that matters is the trial results. Of course, J&J have given themselves early access to this by providing the drug FOC. That, I am sure, was their motivation and of course, a stroke of genius.

I want J&J to be the suitor as I am on my personal Myeloma journey. But I also want a good buyout price!

Under Rule 2.7, assuming the bidder has themselves acquired a requisite number of shares (usually 30%), the bidder can officially circulate an offer to the shareholders. the Board can then set out their view (which I believe is what you are alluding to) with advice on whether the terms are fair and reasonable. That is the limit of what they can do. The rest is down to the shareholders and whether they deem the offer to be good. As most shareholders will be retail and possibly (by that stage) small institutions who will be happy with a 25-50% premium, they most likely wont want to hang around for a potential 5/10 bagger, which may be the expectation (again as you allude to).

Its just how the stock market works.

Management only own 7.5% of the shares. They won’t have a choice.

I completely agree with this post.

I am talking to J&J about my own Challenge Trial for Myeloma. They seem to be so far ahead of anyone else in the field just now.

There is no way they are going to allow Poolbeg to side step them!

Thank you, excellent research!

Any idea what the 15.56 post ‘Passed’ is referring too?

Can you explain please?

There is no confirmation that the trial has started, although I had rather assumed that it must have as they are presenting data to the EHA in the coming days.

The intention was to deliver their findings in ‘summer 2026’ so it fits.

Hi Rusty

Not mine, I have submitted my data and am still awaiting acceptance.

Thanks for asking. TI

I would suggest that the following is of greater significance than the AGM:

Poolbeg Pharma (AIM: POLB, 'Poolbeg' or the 'Company'), a clinical-stage biopharmaceutical company with a core focus on transforming the cancer immunotherapy field, announces that it will present data on POLB 001 at the European Hematology Association Congress ("EHA"), taking place 11-14 June 2026 in Stockholm, Sweden.

Cheers Rusty - I'll make sure I do that. Much appreciated!

Thanks Rusty - I’ve put myself forward for a couple of trials. Here’s hoping 🤞

This could be huge.

I have multiple myeloma and I’m expected to relapse after stem cell transfusions (we all do as it’s incurable) and then it’s a question of looking for other options, of which there are many.

Assuming the trials are effective, any idea how quickly this could get to market?