Member Info for Tyke68

Ok I can GE Healthcare buying the imaging side but would they buy the drug trial part of IB as wel? It doesn’t seem to fit in with their other acquisitions so far.

Thanks

Mornington Oz

Do you have any details of these takeover rumours you could share please?

Thanks in advance

Cautious (and everybody else)

To follow on with our discussion this afternoon about emailing TB.

Just thinking aloud here but do we as a group own above 3%, 10% or even 30% of the company? Then would we be classed as a significant shareholder group and would TB need to reply to our questions?

Just a thought, again no idea to the answer but I thought I would see what others felt.

Thanks

Cautious you are absolutely correct. I do ask questions because I like to canvass other people’s thoughts and ideas.

I have previously emailed TB and he does reply, not always but more often than not. He also seems to have replied to BB and I did like the reply even though 2 years is longer timeframe that I would have liked to hear.

All I am trying to say is if people are desperate to know what is happening then ask TB see if he does reply. Maybe he is unsure, maybe he has a plan he will not share. I don’t know the solution to these issues but I believe in what Mike and the team are doing. That is what is making believe in this share.

No offence meant to anybody

Thanks

Totally agree with BB

If people have issues with TB have you actually emailed him to discuss these? Or ask a question at the next AGM.

If he wanted to go private why would he take so long to do it especially after all the good news we get from IB.

He only controls 30% everybody else controls the other 70% if you include KS. If he took it private surely he would have to buy KS’s shares as well? I don’t see that happening with all the work her and the team are doing.

Just my thoughts

Patience

Thanks

RJH

That trade was from Friday

So at a guess part of the FAB sell off conveniently delayed you may say

Thanks

Could this have anything to do with the suggested share buy back?

Or you could say they don’t know of any immediate news of a JV, takeover etc

Also if they knew a placing or CLN news was imminent would they be allowed to sell?

Thanks

Plus no buys or sells in the hour after the RNS. Like it suddenly went very quiet.

Has anybody ever known a TR1 RNS by 10am on the day the threshold was met before.

This seems to be happening very quickly.

Thanks

Well that’s the seller confirmed.

What’s next?

Thanks

BB

I think you make a good point about majority and minority. How much of the company do we long term holders own, are we the majority? If so what are board’s legal requirements towards us?

I think we need to separate IB and IQAI.

How many people have actually ever contacted TB to ask what is going on?

Is there a more formal process by which shareholders can do this?

Lots of people on here are disgruntled but is there a proper process people can go through.

Sorry I don’t know the answer to these questions but I thought somebody maybe able to shed more light on them and quell the growing “anger” of shareholders.

IB keep on performing and I for one would never want to question their performance or trajectory.

I would prefer the patient let’s see what happens route but I think people would appreciate more contact/communication with the directors of IQAI.

Just my thoughts/ramblings

Thanks

CL

Maybe we will get a RNS tomorrow with share updates?

That is maybe why Mike had to delay the newsletter’s release until after the market closed on Friday?

Who really knows?

Let’s see what tomorrow brings

Thanks

Kaneonaim

The answer could be this part:

“The FDA does allow direct costs to be

recovered under an EAP. As an unapproved agent, patients would have to incur the direct costs of

receiving the agent and we are aggressively working to make this as affordable as possible.”

So patients and grants fund phase 2 maybe? Not sure

Thanks

A bit more research showed approx 14000 people in USA alone get diagnosed with GBM each year.

So if you do the maths 14000 x $180000 that shows a potential market of $2.5B pa in the USA alone.

I know this is pie in the sky thinking but this is upto 14000 people alone in the USA this could help each year.

TB can have his extra few shares if we can tap into this market.

Thanks

Kaneonaim

Yes that intrigued me as well when I reread the letter. I am sure I. Have read somewhere about sometimes orphan drugs missing out phases. The FDA seems in my opinion to want this drug approved asap as it certain meets an unmet need.

Thanks

Anybody any idea why this has been issued via X/twitter rather than the normal RNS? I wonder if we will get an RNS about it tomorrow.

If we don’t are people trying to keep the

excellent progress news low key and away from other people who may not search for it? If so does that add weight to the conspiracy theories?

Watch this space

Thanks

BB

Thanks

Thanks BB

Where did this come from if you don’t mind me asking?

The last paragraph on page 1 is the one I am most interested in regarding the trial. So hopefully a decision in February. However, the bit about PRV still leaves me confused as to when we can get a voucher if eligible as it says when GaM is FDA approved. Surely that would be after phase 3 or am I missing something?

Anyway great news. Let’s see how the markets react tomorrow.

Thanks

This article may be of interest to people regarding the PRV, it is 3 years old but I assume still relevant

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7877854/#:~:text=The%20first%20PRV%20was%20granted,in%20the%20last%205%20years.&text=Number%20and%20types%20of%20priority,(FY)2009–2019.

However, this bit jumped out at me

“For instance, the average annual pricing of drugs approved under the Orphan Drug programs was reported to be over US $180,000 in 2018. 7 Many of the drugs granted rare pediatric disease PRVs are reportedly priced considerably higher than that, with the highest price reported for a drug granted a PRV of ~ $2.1 million (a gene therapy for spinal muscular atrophy, albeit this is a one‐time administration). 8 Although the GAO report does not delve into ultimate pricing of products granted PRVs, it is important to consider if PRVs are still needed in driving development, particularly in rare pediatric diseases. Notably, the report cites discussions with seven sponsors granted PRVs. These sponsors reported that whereas PRVs were a factor in development decisions, only one sponsor reported that the prospect of a PRV was a primary factor in moving a drug into pediatric development.”

$180000pa and with extended exclusivity via the orphan drug designation. I can’t even imagine what the total income over the period of exclusivity would be.

A long way away I know but that could possibly be the ultimate result. We could all club together and buy Neckar!

Have a good rest of the day.

Thanks