Member Info for ThinIce

You not been on the TLY bb for a while. Why is that?

Lots of transactions with 1’s in. Could be an RNS on the way!

There really is some absolute dross on AIM. You think TLY is bad today, look at Mirriad Advertising. The lack of regulation to my mind attracts the worst in business.

That said, HVO has a solid business, plenty of cash and an excellent management team. And, I’m almost at my break even.

Well there will be less red faces at Octopus if you are right!

Agreed - but not payable until 11 June. I will probably do the same depending on where we are then.

At 0.2p per share, I cant see that as an incentive for the recent buying.

Maybe the LOI?

It seems you are not the only one who thinks this Horse.

Clearly not as Mo said he would look at this when the share price was in a better position.,

Hi all

I will be travelling tonight and won’t get to listen to the investor meet podcast. I have asked specifically about the whooping cough trial (as I expect many have). Would someone mind posting any update on this please?

Thanks in advance, TI

And there was me thinking we were going to finally have a good debate on this board when in fact this was simply all about stt1 attacking HVO again!

I shouldn’t really be surprised.

No one said he does!

The UK could benefit greatly. In order to qualify for the 10% tariff on UK goods imported to the US they must originate in the UK.

There are specific rules (Rules of Origin) which determine the level of processing that needs to take place in the UK in order for a product to be deemed UK origin.

It is anticipated that some businesses will move their manufacturing to the UK OR if they are already based in the UK, source their raw materials (inc. semi-finished products) from UK manufacturers in order that they can call their goods UK origin and avail themselves of the 10%.

In either scenario, it will be good for our manufacturing sector.

This is my area of work and we are already seeing some restructuring in the aircraft industry to this end.

Https://www.the-scientist.com/improving-immunity-with-a-next-generation-whooping-cough-vaccine-72808

CHIM was still going ahead on 17th March.

Well, if it’s the LOI converted to a contract, we have reason to be excited. Something is a bit leaky…

Almost perfect timing - I went too early!

I thought I had called it last week at 15p 🙁

It seems to be holding up now at 13p, but if I buy you know it’s going to 11p.

This is a good read posted yesterday by thedean yesterday afternoon. This bit in particular:

"Following discussions with regulatory agencies, we are now planning for the initiation of the pivotal phase 3 controlled human infection model (CHIM) study that will support global marketing applications by conducting a head-to-head study of BPZE1 versus a current Tdap vaccine."

This will be the study for which we have the LOI. If they have decided to go with another partner (which I very much doubt), I am sure we would have been informed by RNS. Once (if) the LOI is converted to a firm engagement, I am hopeful that this will bounce. Some were predicting £20-40M back when it was announced (don't shoot the messenger).

Cheers

TI

It is 19p. I’m not saying I want it, I’m saying it’s a distinct possibility. Objective messaging!

So what - its goods value at these levels to any potential acquirer.