Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
Ooh oooh ooh to be years ahead. Its all septic schock (overload cytokine reaction). 1 in 6 childbirth deaths 3rd world. 1 in 4 battlefield deaths 1st world. Ive been banging on (boring people to death) on this for 2 years plus. We have a viable treatment to save biggest cause of death amongst the poor. Im sitting on my hands as usual but for over a year i have hinted who i believe the hnwi is. Im a ****ing idiot and its staring me in the face. His advisors may say different
This is a very nice board. And a range of opinions are welcome and valued. Esp from potnak who is a very long termer.
Debate is encouraged. Dont argue amongst ourselves. Be nice to each other. We deal with the actual wombles in the traditional fashion :)). Curiously absent today :))). Be nice. Genuine debate should be welcomed.
Potnak. I actuakly agree too. Sareum create self imposed deadlines that they always miss. I also dont buy supply chain issues. Its not like tonnes are needed. Its kilos that you can carry in hand luggage. Im trusting something is going on behind the scenes. But not certain.
4 weeks is **** all. Anyone trading aim with its spread is a muggins. Its a long game with some luck thrown in. Lots of **** pot traders (not you) recently arrived looking to scalp 500 quid. Will still be on the boards in 20 years looking to scalp 500 quid. Long game for big boys . What is the price in a year is a better question. 28p to £3 my guesstimate
Basser. Another one with a lesser pipeline and double the mcap. Reading about them took me on a diversion into cancer immune and egfr they are looking at.. Cancer immune seems the next big thing rightly. Also overcoming pd1. Pdl1 acquired resitance. My subconscious brain is seeing many more references to egfr /vegfr (aka flt4) in the research literature in both areas this year. Bit like tyk2 8 years ago. We have a series of molecules patented in vegfr from skil (i assume as good and small as the others as we patended at the same time as flt3 and tyk2). May come to nowt. May be a long burner. But category becoming hot and we already have patents. Just been parked for 8 years due to prioritisation of funds. Im keeping a sleepy eye on it.
Nasaq listed $8.6bn valuation. Kras combo with keytruda reported yesterday in NSCLC. Not a patch on our 100% regression preclinical chk1 keytruda combo.
Other pipeline asset is a pan jak (look out for the black box warning). To stimulate immune in cancer (sound like 1802 anyone). For the patient investor i think there is a 40 bag rerate to come. Just a wait as usual
Tyk2 jak1 does actually look likd it cam cure baldness. https://clinicaltrials.gov/ct2/show/NCT05076006
I may be nutz. But 40% of solid tumours.10 ouf of ten mjce in blood cancxers. 100% thmoud regression in in lung cancer. Only tk2 thag also works on jak1 il-6 pathway. Which i think is 50% oc diseases. Out of my cold dead hands. Ñever see thid opportjnty again. Gla. Xxx
Xviolet. The pfuzer tyk2 is not that selective against jak2/jak3. Which cause shde effects and fda black box warnings. Eg tofa and baricitinib this year. Uf they have no chance if beating bms. Dose limiting tox issues. Of course sensible to drop it. On the plus side dual inhibition better tyk2 jak1. Very eeldctive againft jak2/3. And once again last man standing in the game. Only dual inhibitor available. Only one in capsule form. Only one with patents in cancer. Gla.
Aye. Ive got a price tag of $6bn in mind.
https://www.fiercebiotech.com/biotech/pandion-s-secret-to-moving-a-65m-merck-offer-to-a-1-9b-done-deal-a-year-just-keep-saying-no
Long game. Gla
I think sar is in play. But thats my opinion only. Had a re read of the takeover code today.
1. At the point more than 6 people become aware of an approach. The company must make an announcement and effectively enters a closed period. Thknk nomad. Brokers. Lawyers. M&a advisers. 6 gets hig fast.
2. Whilst 51% acceptance of an offer givres control. 90% is needed to forcibly buy out minorities ( director options. White knight hnwi. A few punters here have more than 10% collectively).
I think we have been in play for a while. The hnwi are a defensive white knight strategy. And we are about to enter a prolonged closed period. Imho only. Gla
https://www.biospace.com/article/merck-enters-cytokine-therapy-development-through-exclusive-deal-with-synthekine/
Personally it should be 60.p.plus already. Make money whilst the herd catches up. Tick tock. Not long imho.