Member Info for WeTookPelham

...are in the field of/working on mAbs?

@cleanerworld, can you expand what your inference here is please RE Sanofi?
I know Scancell follow Seagen on twitter.

Who's the major European pharma I wonder.

.

Another late chunky trade today also.

Not seen that for a while have we?
Not sure if buys or sells, anyone?

https://vulpesinvest.com/team/
https://www.vulpesventures.com/team

I assume it's the top one as it's only Steven in the latter?
@blueocean50 - yeah i was aware/assumed it was his brother, did think it was of interest here, perhaps?

Is this the "....person closely associated with Vulpes"?
I mean as an individual rather than through one of his investment vehicles.

https://www.afr.com/companies/healthcare-and-fitness/steve-diggle-to-launch-1bln-biotech-fund-20220314-p5a4ka

https://pubmed.ncbi.nlm.nih.gov/34105800/

Not sure if new?

@RR - RE the 10 points, I clearly bow to your superior intelligence and know how then I guess. But just for amusement, would you mind answering these?:

"8. Resignations by high-level management or board members." - Cliff Holloway resigned i.e. ousted. For what reasons do you think? Why would the chief scientist also want to become CEO? IMO one less level of management, avoiding upcoming duplication perhaps?

"9. Your company is unloading assets that won’t fit well into a merged company". - Set up of Zakari - appears to be a vehicle for the mabs side of things allowing immunobody/moditope to be seperated. Again what are your thoughts why Zakari has been set up?

"10. Your stock has become disconnected from reality" - Near 45% fall in the SP from about 6 weeks ago based on what exactly? I can't think of obvious reason why, classic scancell slowness perhaps, but enough to justify that fall? Your thoughts?

Also 10. "What’s the news? What’s the sector doing? What’s the market doing? What’s the competition doing?" - What are your thoughts about all the the other considerable M&A activity in the sector?

Oh please do elaborate RR.

Atrocious spelling, apologies:
"...Article is aimed at American companies, but lots in it we can relate to, and I thought points 8, 9 and 10 were particularly pertinent:"

https://www.griproom.com/fun/10-signs-your-company-is-about-to-be-acquired

Artical is aimed at american companies, but lots in it we can relate to, and Ithought points 8, 9 and 10 were particularly pertinent:

"...Like in April 2020, when Goldman Sachs analyst Paul Choi slashed his price target on Immunomedics from $24 to $5. The stock dropped 12.35% to $9.34.

The reason for the double downgrade was the FDA had found some quality control issues at one of Immunomedic’s manufacturing sites.

Six months later, Immunomedics was bought out by Gilead Sciences for $88 a share.

The disconnection was: Does a quality control issue at a single manufacturing site warrant an 80% haircut to a price target?

Heck no.

And those are things you need to watch for. The more ridiculous the price action, and the more ridiculous the reasons behind the price action, the more likely your company is to be bought out."

https://www.independent.co.uk/news/health/covid-omicron-infectious-measles-b2034376.html

Professor Adrian Esterman, a former WHO epidemiologist, said the sub-variant is more transmissible than Omicron

https://news.sky.com/story/covid-19-deltacron-identified-as-new-variant-how-fast-is-it-spreading-and-should-we-be-worried-12563165

Yes excellent research Burble, thanks.

https://www.independent.co.uk/news/science/covid-deltacron-delta-omicron-variant-latest-b2032811.html

If we exclude the Diggle Wiggle RNS day, I take it this the highest volume day since the heady heights of 19p?

RW you mad ramper you! :)
But it seems the only time price predictions are made is for when it's heading down, and only by a select few posters. Can't remember anyone saying on here " this will hit +25p in the next week buy buy buy!"
Maybe it's the abundance of mad derampers?