Member Info for TrekMadone

Hi Qd22,

I had same concerns re MCAP. Aim can be very harsh on valuations or attribute astronomical valuations on promises alone.

I look at the no of shares (64m v low) MCAP (84m) and revenues as is (154k up 159% yoy). Then look at the cash (over 4m, 3m debt). The burn (over 12months due to savings and massive increase in revenues this year) and product pipelines (truly amazing UK, US and China/Russia/Europe to come). Russian registration soon, price infection, China q1 21.

Check out the BoD, (pretty impressive see proactive interview) the holdings and recent TR1’s. Look at who they have contracts with (Roche, NHS + others undisclosed & Roche back for more!). Is there likely to be a market for products, yes! And patented and nothing else out there. Total addressable market is huge!

Imo this is still very cheap hence the sp is searching for a new level with no pull backs so far. I think £2 is coming pdq, that’s only 128m. Still peanuts for this. It will probably do better than many Covid stocks and as Covid comes down revenues will go up due to pent up healthcare demand.

Also look at the charts, (ascending channel on valuations). I have tracked these from 70p and had no problem paying 135. I will also hopefully be buying at a much higher level as funds become available. This is a gem!

I totally agree with Avct and 4D but they are small scale. (Ironically I have bought these with some Avct profits!) I see larger fish doing deals here.

You can sync drug treatments in advance for patient care. It’s a preventative measure that will save millions and help millions. Such a joy to buy this and once (if) they add early breast cancer I will be delighted as my wife is a survivor. The upside from breast, ovarian and prostrate would be off the scale!

Anyways usual caveats and nice to get another poster here. ATB

Trek

Hi Longs,

Possibly, but take centre stage a CNOC! Now that has always been my prediction, politics, macro and all.

Trek

Thanks for that I wasn’t aware of the c-diff legacy. Makes so much sense now, I used to hold OPTI so I get this, anyways this drew my attention....

“In hepatitis B, bacteria are one potential answer to the question of why many patients are exposed to the virus but only some come down with a chronic, lifetime infection. Smith pointed to mouse data that suggest that when you replace the microbiome with a healthy one, the mouse clears the infection.”

Trek

And that 50k trade at 4.237 is a buy, it’s mine. Flipping LSE algorithm is useless!

Trek

£1

£1

I wish LSE would cut back on these ads! Since they have added the advertising banner at the bottom of the page it’s ground to a halt or is it just me? Put it on the blockchain! Lol!

Trek

£1

Weekends often herald big moves for Bitcoin, and current conditions are lining up for it.

Bitcoin may be getting itself all geared up for a big weekend price swing, based on the confluence of two factors.

The first is that historically the weekends are when the Bitcoin markets go off. They've also tended to be characterised by lower total trade counts but higher volumes, implying that that's when the whales start taking over more of the trading.

With the number of whales on the rise and recent incidents suggesting that the whales are running the show here, there's reason to believe that the weekends will continue to be prime time for the crypto markets.

The second is that Bitcoin has had a pretty quiet week month, and apart from a couple quick peeks above $10,000 and below $9,000, it's just been chilling in that same price range for a while, even as volumes trend on downwards.

If there's one piece of common crypto market wisdom, it's that this kind of slow, tight trading usually gives way to drastic movements.

As we can see below, the big push above $10,000 on 2 June, and the sudden 11 June price dive from $9,900 to $9,300, and the subsequent second drop from $9,400 to $9,000 on 15 June, all came on at times of low volume.

Bitcoin prices and volumes over the last few weeks have settled into a fairly graceful rhythm, alternating between the mesas of big market-moving trades, and the valleys of people realising that it's not "the big one."

Of course, as pleasant as it is to hazard predictions just by watching the landscape roll on by, there are other factors in play too such as the impacts of the growing crypto derivatives markets, which are not necessarily reflected in spot market trading volumes, and the returned correlation between stock markets and crypto markets in the last few days.

https://www.finder.com.au/bitcoin-may-be-priming-itself-for-a-big-weekend-price-swing?utm_source=email_internal&utm_medium=newsletter&utm_campaign=recurring----gx-cryptocurrency&utm_content=20200019&utm_term=&futm_source=email_internal~

Well I guess one w/e we’ Be right!

Trek

Trek

£1

Been expecting this for a while now. I guess you can look at it two ways either they did well delaying the inevitable or they should have bite the bullet earlier. I prefer the later but then to get the placing oversubscribed is a great achievement.

Get through the placing and then they can have a paid for seat at the table!

A good result I think. Pity most here that can’t read a balance sheet have me on ignore! Atb

Trek

Given all the previous non events I am kinda hoping the results will be the same. Just a boring set of no surprises a big fat I told you so what was all the fuss about. Now that would imo get a fantastic sp reaction.

After the close period they can then release other news. Tell us about Niger, tell us about new customers and advise of any deals done with the govt to secure energy and cash. That’s all pretty ‘low end’ stuff that can wait until after the close period. A small shareback and some director buys wouldn’t go amiss.

As for trading, for those looking to sell into any spike the news needs to be sufficient to generate meaningful buying as the stock has been pretty illiquid on the sell side. Anything over 50k has often been going NT of late so the news just needs to be good enough to prevent a dump and keep folk sufficiently interested to avoid a sell off.

So a non event finals with plenty to look forward to will do it!

Surely you can do that AK without any wind up statements!

Trek

Link won’t post here’s rest...

“NICE has delivered a positive assessment of EarlyCDT Lung as an adjunct to standard diagnostic methods to enable healthcare professionals to triage high risk lung cancer patients. Conclusions delivered in the MIB also include that EarlyCDT Lung is an effective method for cancer risk stratification of indeterminate pulmonary nodules (IPNs) including prior to standard CT scanning.

These conclusions are supported by broad evidence, including from studies in over 15,000 patients, that EarlyCDT Lung is an effective tool capable of diagnosing lung cancer earlier than standard methods. They provide validation within the NHS itself to help improve decision-making, and risk assessment, potentially to achieve a better standard of patient care, and more efficient use of resources. These are all factors that can help add weight to the argument for adoption of EarlyCDT Lung within NHS England. For example, since EarlyCDT Lung is an effective ‘rule in’ test, it can help channel better use of resources by reducing the number of false positives which are incorrectly recommended for ongoing CT monitoring.

The scale of unmet need is extensive; in the UK there are at least 48,000 new cases of lung cancer diagnosed each year and over 35,000 deaths (source: Cancer Research UK). The limitations of current diagnostic methods mean that patients are not usually diagnosed until the late stages and consequently the average 5-year lung cancer survival rate is just 5%, compared to over 56% at early diagnosis. EarlyCDT Lung detects cancer 4 years or more earlier than standard clinical diagnosis, providing the potential to treat patients more promptly and effectively. Oncimmune is working to maximise the commercial potential of EarlyCDT Lung in parallel with the NHS to promote its broader adoption.

The delivery of the positive MIB is another key stepping-stone for Oncimmune providing powerful validation of EarlyCDT Lung. More broadly the Company is working to maximise the geographic scale and reach of its technology by delivering on its commercial, operational and technical objectives. Near term news includes publication of health economic data and clinical data in a leading medical journal to corroborate the positive NICE review, supporting EarlyCDT Lung’s position in global markets.”

Trek

Old news March, but good summary from
Zeus...

“Positive outcomes following the UK’s National Institute for Health and Care Excellence (NICE) review of Oncimmune Holdings (LON:ONC) EarlyCDT Lung diagnostic test, provides clear external validation for its incorporation into care pathways, and carries weight in terms of aiding potential-decision making to support its adoption. The conclusions contained in NICE’s newly published Medtech Innovation Briefing (MIB) provide advice that will be available to all NHS England clinicians, managers and procurement professionals. Oncimmune’s EarlyCDT Lung measures immune cells (autoantibodies) by means of a single blood test to detect cancer 4 years or more earlier than standard clinical diagnosis.”

Goes on about extensive unmet need, need to now factor in RoW! China/Russia next...

https://www.*************.net/oncimmune-nice-validation-of-earlycdt-lung/

Only 64m shares in issue and 87m mcap.

Pretty tightly held. Obviously concerned given run that they may pull back to a quid short term but imminent news flow should bring em back. I see £2 here and then more, obviously, if things move quickly.

Lots chasing Covid stocks and yet this is one that will benefit as bau treatments post Covid resumes and just as they have the platform. Fortuitous timing.

Trek

Hopefully the train can wait another week. It’s hung around for a bit another week would really help.

I’d like to do some Trek maintenance if that slows it down! Just one more week! Thanks!

Trek

Just thought I’d check in and read the bb, helps one understand people’s risk attitudes and attraction to shares or the storyline.

Pretty surprised tbh at how many have hung on despite protestations. Surely if one intends to vote no wouldn’t it have been sensible to have sold the spike or at least reduced significantly with a view to buying back in if the outcome you favoured was subsequently endorsed.

Never ceases to amaze me the inertia of some folk and how they will hold and hug at almost any cost. Sometimes it may be worth even buying back in on a share at a higher price with the knowledge that the news you wanted was now evident.

Just a view.

Trek

It’s nice to invest in a share that may make a difference to people’s lives. Now here’s a plug. One I stumbled on a while ago and have done a load of research on. ONC, they have completed probably the most extensive P3 trial on lung cancer in the world and now taking their test to market. US, UK running China and Russia next.

Here’s how it works. They compare antibodies in blood to a data base and can detect if a patient has lung cancer developing up to 4 years before it shows through normal SOC!

Anyways next they are adding Prostate, Ovarian and Breast cancers to the platform.

Roche just done a deal with them. Got over £4m on books and just made massive savings on BoD reductions as heavy lifting has been done. No need for cash this fiscal unless another acquisition and just hitting news flow.

If your interested watch the vid at the bottom of this link and listen to the interview.

Best of it is, nice quiet BB and the CEO who is very switched on points out the pent up demand for tests post Covid. Oh and they are at 52 week high but there’s a little profit taking today. DOYOR as there is so much more to discover with ONC, some on Proactive as well. Atb.

https://total-market-solutions.com/2020/06/11/oncimmune-plc/

Trek

Themuir01,

I have not sold out, I have banked profits and actually picked up more. I get confused as I thought the idea was to be objective and make money. Avct is still my third highest holding I was well over leveraged before so my reason for selling are not company related.

My RNS comments were an observation on what’s between the lines of this RNS. It shows that AS has been reaching out and big Pharma know he has. That’s it and I actually don’t see this news moving the sp significantly one way or the other, yet, as it’s just validation.

As for my profits i’m building a position in Dddd and ONC, particularly ONC which will benefit as Covid ‘subsides’. Just trying to be ahead and survive here. When if the herd arrive at ONC I will be selling down and ‘blacklisted again’.

You look like you ‘hold and hug’ I build a stake take money out and let the rest ride, others short or T20 it’s what makes a market. Atb.

Trek

I’m a curious at why some selective pharmas’s were mentioned. I mean if I was Emma Walmsley reading this you think really, what a cheek unless of course you already knew.

Feelers are out and Pharma know others have been approached.

As for the rest it’s independent validation of what’s already been claimed. Just adds to the fishing narrative imo as it’s not really going anywhere quickly unless someone takes the bait, so dress the bait!

Trek

RK,

Best wishes for you and your wife. We had a similar experience, Mrs Trek pulled through, its amazing what is available, she was one of the first on anastrozole a cancer wonder drug that a lady fought for to make available on the NHS. Probably saved her life. Hopefully avacta will eventually bring out similar drugs.

Health is wealth.

Atb

Trek

amatthew5,

Thank you for your kind words. I have never posted nor will I post ill of anyone.

I never meant to upset anyone. I posted my sell/reduce out of honesty. I took profits and later reduced my risk to a more responsible level before I lost money.

A long time ago I lost = to 5 years wages in a company called XEL by just holding from 88p to £4 and then averaging down to zilch as it went into receivership. The BoD lied all the time! It’s taken me over a decade to get that back, with the same car! So I do know how folk feel but was obviously naive at some of the averages here as most of the posters I read have been here a while.

I do note others have also reduced but hey, that’s how it is.

If I have offended anyone my sincerest of apologies.

Trek

Pretty strong uptick in crypto across the sector. I just wonder.

https://coinmarketcap.com/

Trek

£1

I have just watched a video by a company, ONC, that have come up with an early cancer detection system. They can pick up antibodies in blood and give an early warning system up to 4 years in advance. Anyways whilst watching the vid I was thinking along the lines of ‘we’ve got an affimer for that!’

It just jumps out at how the tech in the cancer field is on the cusp of complete transformation moving from reactive to more proactive diagnosis and tailored treatments. An enlightening vid at the bottom of the page.

https://total-market-solutions.com/2020/06/11/oncimmune-plc/

Don’t buy ONC, it’s not a rec. They are at all time highs and likely to pull back. DYOR!

Trek