Member Info for zebbo

We could travel a long way quickly given the right news backdrop. I will review my position at 4p. Until then its sit tight and enjoy the ride

Any idea as to when we should get an update, whether its a goer or not

Big gains are made by those that look forward.....
If you believe there is a lot of good news to come, relax and be confident in your selection. Lots of rainbows to chase at the mo, some will make big money, some will loose big money...
Dont forget what happened in the gold rush. The man selling the picks and shovels was assured the biggest gains overall....

New recent adviser, todays rampy update. Not that I'm suspicious or skeptical
Lets see what happens

Think it was 2-3 months for drill

Ltd company, likely a strategic move as probably not allowed to go and work for a company that competes directly. Clever move

Sounds like the pipeline and news is building...all very exciting

Thanks Wolfi, think that nails the value based on what is currently known. In summary;
10, 000 records
£5k per record (access fee a pharma would pay), maybe 100 records accessed by any one pharma at any one time, Can be shared multiple times and at the same time (hope that makes sense..;-)
Bonus - if any drugs/ therapies etc are produced on the back of access to this data milestone and royalty payments would be made.
So linear value, - 10,000 x 5k = 50M
Wildcard being any milestone and royalty payments. You could easily see this as a further standalone company

If we have 10 thousand arrays, is this just for Venn, hVIVO or combined?
They are currently pulling this database together, so not sure what our total array number is..Anyone got any further info in this area

34p

I will look at the value of the Genome database tomorrow :-)

I have had a deeper look at the valuation and conducted some basic factual analysis
Imutex has 2 main competitors for Universal Flu Vaccine Biondfax Bio & FluGen. Both these companies are 100% focused on the Flu vaccine. In order of progress
1. BiondFax - in phase 3 trials - Mkt cap ~$500M Nas listing. SP gone from $7 April - $43 now
2. Imutex - Completed phase 2, prep for phase 3 - Mkt cap TBC
3. FluGen - in Phase 2 - Mkt cap ~$412M Nas listing

If we float on Nas not only would we have our Universal flue vacine. Lets value between the Biond & FluGen - ~$450M. Then roll in the Mosquito vaccine Phase 1 comp - The vaccine, if it pans out, would protect against all of the pathogens the insects inject into humans – malaria, dengue, chikungunya, Zika, yellow fever, West Nile, Mayaro viruses and anything else that may emerge. Vaccine like this would be “the Holy Grail.” VALUE TBC lets say $50M
Then if we roll in PrepBio & Influenza Immune Modulator, value unknown - Value at $5M nominal value.

So based on that analysis we could have a Nas value somewhere North of $500M

Just highlights how undervalued we are and this is just for non core assets. Net to OO should be $200-300M

Genomic database, could be the biggest untapped prize. Often overlooked, I did research this a while back and the sums are phenomenal. We have the worlds biggest data collection for rare diseases, so premium price for data samples and buyout. Wish I knew the size of the database then I could calculate a rough value. I put the question forward at the last investor meeting but it was not raised. Im looking at what the latest value for Imutex should be and will post later today

Patience, when this starts to re rate yo may struggle to get in anywhere near todays price. The market is giving us an opportunity. I have certainly grabbed it with both hands...:-)

deepjoy, think you have called it wrong. Oxford are not competition. They are following a different route to prove the vaccine. It is very likely that a challenge study will be done at the same time as phase 3, they are complementary

I bought 700k yesterday, could only ID 200k

Another 500k for me today. This is going to 3-4 pence if drill results are half decent. Success not yet in the price

Picked up a lot of stock today. Could not believe the opportunity presented.
This SP opportunity will not last long, hence I'm making the most of it....

Same happening at 13.5. MM Games

Not dissing the fact, just pointing out the news was already out there....:-)