Member Info for ThinIce

…..if this creeps up 5-10% a week under the radar for a few months as we near more substantial milestones.

Stanley thinks he knows more than J&J. Proper turnip. Plenty on here.

Company making RNS!

Talking sh*te. Cash in and move on if you don’t like your investment.

Don’t be a silly sausage. You are over exposed and blaming others.

Your investment choice, you silly sausage.

Strange response. I hope you manage to get over yourself.

So you are saying AI is wrong?

If you put ‘Iliad biotechnologies fund raise’ into a google search, AI states:

‘ILiAD Biotechnologies has recently raised funds through the London Stock Exchange, though the specific amount raised is not disclosed in the provided snippets. The funds are likely intended to support its Phase 3 human challenge trial for its whooping cough vaccine, BPZE1.

Purpose of funds: The funds raised are for ILiAD Biotechnologies to conduct a Phase 3 human challenge trial for its next-generation whooping cough vaccine, BPZE1. This trial is designed to gather the data needed for regulatory submission to the FDA for marketing authorization.

Trial details: The trial is being conducted in partnership with hVIVO and is expected to begin in the second half of 2025.

Regulatory pathway: The FDA has agreed to the use of challenge trial data for potential marketing authorization, and ILiAD also has fast-track review status with the FDA, which could expedite the process. ‘

This is the first indication I have seen that funds may be in place.

Sure - get that, thanks.

At the interims Mo mentioned that he was ‘quietly optimistic’ (or similar) of the Iliad deal going ahead. As it’s a matter on which he is prepared to comment, I’m sure he should have the confidence to update us all as things progress (or not). An RNS-R avails him of that.

As an investor, I would be more appreciative of that than this particular congratulatory note, at this time.

In response to an earlier post (not yours), I would say that my average is indeed a concern at 19p. As a retiree, I’m not overly concerned by my £20k (odd) losses, but having lived through the dot.com boom and bust, I don’t easily accept the ‘put it in a bottom drawer and come back next year’ or ‘you haven’t lost until you sell’ mantra.

Bit long in the tooth to be honest! Ha!

What a totally judgemental post.

I would like to think I welcome and respect all opinions without the need to second guess other people’s investment experience or strategies.

Good luck to all.

Well the market has seen it for what it is.

In a period of ‘news drought’ it smacks of desperation.

Hey Mo

If you are desperate to post some news, how about an update on contract negotiations (i.e. Iliad).

That’s of far more interest to shareholders than this congratulatory note.

Just a thought…..

Iliad originally stated that the phase 3 whooping cough trial (using Hvivo) would commence second half of 2025. This has not been corrected and remains the case on the news section of their web- site.

So…..37 days to go.

RNS anyone?

Sty

Can you explain this point please:

3) The new facility was largely paid for by clients. Those clients would want the new facility to continue at a certain level, even if the company wanted to close it or significantly reduce the capacity.

Hypothetically speaking, if the facility were not up to full capacity, what are you saying the clients would want to do with it?

Cheers

TI.

I’ve seen the opportunity for some time - all the way down from 19p 😩

Communication with the market either needs to be significantly improved, or the outlook is indeed bleak and there is nothing to say. I’m hoping for the former.

Sentiment relies on communication and whilst Hvivo ‘appear’ to be sitting around twiddling their thumbs, there is no interest from investors. Why would there be!?

With no reassurances from the top!

I think there is nervousness across all markets at this time and a reluctance to invest anywhere until there is more stability. The budget on the 26th could help at least as far as UK investment goes.

The news we want to hear is that Iliad has secured its funding for the phase 3 whooping cough trial. They have spent over $100m on vaccine development in this area and those that have already invested will want a return, so it will have to be found from somewhere.

Mo stated indicated that he is optimistic at the interims.

I see this back in the teens quite quickly if this alone happens.

Should be with all this buying!

I do wonder what information Octopus were given prior to their investment. It was an enormous position to take in any business, so what was it that made them make that investment choice?

I also wonder whether they now believe they were duped!?

Doesn’t matter how many times you say the same thing, I don’t have to agree with it.

All the best.

Rusty

I don’t think that figure is correct, however more to the point, I wouldn’t say Mo is a failure.

He oversaw the growth of the business in line with expectation. This included the setting up of a new state of the art facility and diversifying with the acquisition of two new businesses to compliment the core business.

No one could have predicted the US administration’s attitude to drug development in an area where HVO were strong. Investment dried up almost overnight and that meant the cancellation of contracts. One in particular has been delayed and may yet land (Iliad - Whooping Cough).

If the whooping cough one lands, that could double the current share price and Mo is ‘optimistic’ (his words).

The share price was realistic relative to the company’s turnover, pipeline and strong balance sheet prior to the recent downturn, so nothing remotely hyped there.

The share price is now perhaps realistic in light of the above, so let’s hope for more contract wins.

What I would say is that there must be positives that the company could release by way of news. The silence is unhelpful and smacks to me of pulling down the blinds and hoping the problem goes away.

I want to see Mo come out fighting as I would expect from any CEO.

My average is just under 19p by the way, so I too am well under water.

Cheers

TI