RE: A longer read for those sleepless nights23 Jun 2021 03:54
Ahfam. It will become normal. We take our risks. Dont buy fur. Còk you meat well. Dont work on a pig farm. If in surrey dont go to llama parties. But peak fear and peak value for us is several months away. While the world catches up. But im bored of it.
Jbond. It has been my hypothesis for years that most neurodegenerative diseases are immune related. Plenty of papers but biotech is ten years from papers to the clinic. But i think the industry has literally wasted hundreds of billions looking at the wrong targets. A nice paper from April. You can skim it on the technical bits but gives a feel. https://www.frontiersin.org/articles/10.3389/fneur.2021.639353/full
Agree re brain fog. But i have long suspected parkinsons and alzheimers are both immune stimulated diseases. I suspect we dont have the funds to look at our tyk2 in these with other priorities. But id love a research org to pick it up. Nighty night.
Unusually for SAR they didnt slip any dates, which is a first. The C-19 data will be out in the next couple of weeks. Studies complete "by the end of June". Not at the end of June. And its not blinded data. So expect SAR have pretty full view of the data to data that is almost complete. So fairly irrelevant short term sp wiggles. But it would be nice to consolidate around 7 before the news. GLA
Myself and hats off to RMM for using industry benchmarks and deals as a reference. Most punters are aim scalpers happy with a 20% on ramping deramping. Half of this company is held by 50 people. Who aren't being shaken and invested for the potential 500 bagger moonshot. Not predicting it will. But i havent seen a better prospect (global licenceable ip. Global pandemic). And i probably never will again
Not a tin hatter. But yet another paper from the Wuhan institute of virology. Where the virus didnt escape from. Cough cough. Investigating our compound sar-20347 as an antiviral 2 years ago. Couldnt make it up. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6460433/ i know we think of it as an immune suppressive. But this is the second paper authored from Wuhan (who are the experts) as an antiviral.
https://images.app.goo.gl/7BkCCfcp1rWBD2YH7 I do a bit of technical and fundamentals as you know. For over 10 years ive been fascinated by the celgene chart above. Several pharmas are one drug companies in essence. Felgene i think is mostly tyk2 prior to bms takeout. Anyway. I love this chart. And am not short of imagination.
RE: I think a takeover is in progress19 Jun 2021 14:03
Alan. Price i dont know. Ideally c19 news shortly. Bobbler is broadly right. But if c19 funding my view (and its unknown territory so really educated guessing). Spike up to quid. Settle about 25p. Takeover c 80p. But value is several pounds. But multiple players is good. So expect c 80p. But twenty pounds wouldnt surprise me either.
I think a takeover is in progress19 Jun 2021 13:09
Multiple parties stakebuilding (volume is not punters). White knight heping bump up the sp and removes the need for cash and our ability to go solo if price not right. RMM said "wait fof the whistle". I agree. Has takeover all over it. And looks like several players