RE: AstraZeneca buy5 Jul 2022 13:08
Certainly plenty of deals around and Marcus has posted quite afew over the past few months...both encouraging and slightly depressing... will any of SCLPs current 4 collaborations on maBs transform into a deal(s)
How ready and willing are SCLP to deal. We have been told that they have turned down 2 and the reason is to enhance value . Again, this is both encouraging and depressing as the share price declines. The pharmas turned down obviously dont want the product enough to make a bid for SCLP. We sit at around £100m so even at a premium to 13p.... small change to many pharma companies. Look at the offers made -as posted by Marcus- and just consider not only would the interested party get the maBs but everything else thrown in for "free". Perhaps the collaborative agreements were with small cap pharmaceutical companies, BioNtec aside, who genuinely could not afford to bid and walked away? Perhaps the offers were not from the current collaboration companies who are yet to show their hand. Perhaps we will get a bid?
Either way ...with such amazing potential and current trials in progress I simply can't understand either our declining market cap and why a speculative bid approach isn't made ...... 13p.... defies all logic.