Vialogy Share Discussion Threads

[timmbo] 16/6/2014 07:14

This is looking good! Might just take up the offer now!

[spec7] 15/6/2014 15:24

VIY no longer exists, no doubt a new thread will be formed once the GM passes the new company that reversed into the old VIY therefore this thread is now closed.

[the prophet] 15/6/2014 13:45

Vanvagabond, thanks, don't often visit LSE bb, but some very interesting posts on there

Hers the link to the Telegraph article dvi is referring to, any case anyone missed it:

[deepvalueinvestor] 15/6/2014 12:48

I'm warming up to the tech after reading the Telegraph article. As mentioned above, lots of comments on the LSE board and we could see further gains on Monday.

[vanvagabond] 15/6/2014 00:05

Guys check out the lse bb - some very good stuff.Cross reference the telegraph post with this:http://www.osprea.ox.ac.uk/wp-content/uploads/2013/07/PIL_kelly_v5-0_6mar14.docxThis proves it's us doing the trials. This could be very very big .Good luck if your that way inclined.....

[alimo] 14/6/2014 23:00

"..don't rain on my parade!" eh? CAUTION - Who is funding Premaitha right now and paying all the R&D and big salaries they must have been incurring. I wonder how long it takes to start the negotiations and agree a price, then complete all the paperwork and come up with an RTO presentation to our shareholders. I know AR has been sold on the benefits of IONA by what seems to be a strong team at Premaitha and he knows we are a willing audience of hopeful PIs that want our investment in VIY to recover. It all seems to be pretty, but is it? AR seems to be able to come along and deal off the top of the pack a company that has the midas technology that will come into production in 2015. Ten plus years ago we heard of a company called VIY that had a midas product in QRI/QRD - is this the same story repeating itself, or has AR really got our shareholders interests at heart. He seems to be in right now but for how long once he pulls off this deal and made his cash he steps out and leaves. How much do we know about IONA(R), and the competition from probably many other biotechs. Surely if IONA does work then why haven't one of the big bios like AZN snapped it up already. I've heard some talk about risk/reward. Has all the R&D been completed, or are we being asked to give our £1.3m to fund the marketing of a product that may or may not be accepted by that market because of the other competion? Take a look at this, sound familiar?
hxxp://www.fool.com/investing/general/2014/05/02/why-sequenom-inc-shares-took-flight.aspx and


hxxp://www.sequenom.com/

Sound pretty similar and what is the difference between what they have and what we are being sold, and how do our patents differ from theirs? hmm...

[bscuit] 14/6/2014 22:11

TP, were you inside?

Iam down about 90% and the Offer will not make huge difference, but I will run with it. At least there is something left for holders--not like MDX.... Onwards and upwards--if it goes down I will get IT relief on my Open offer subscription--lol.

[the prophet] 14/6/2014 21:30

Good post, multibagger

[multibagger] 14/6/2014 21:03

More like Big Ouch ! Kaos3 :)

[multibagger] 14/6/2014 20:46

Bioprojects -> Original Investments -> Vialogy -> Premaitha....been there and got the well worn tee shirt over 11+ years ! I suppose it is a fresh start with new personalities and very little more to lose.

Biotech space is really hot at the moment with more to come over the coming years and I have trying to see what the link is between Premaitha and Illumina is (Illumina was recently voted the smartest company in the world by MIT Technology Review ahead of Tesla, Google(came third) etc and I have a lot of time for MIT TR as they know their stuff).

Having lost more than most on VIY...I'm gonna watch and see where this goes. I already have significant exposure to Biotech through AXA Framlington Biotech anyway, so not in a hurry. Already hold decent numbers of Tissue Regenix (TRX) & Summit Corp (SUMM).

Premaitha looks good on paper with a sound management (technical and commercial) team, who have actually created share holder value and IONA being a product that does not need development of new lab infrastructure,addresses a felt need in a big and growing market and potentially Premaitha business model adaptable to other products in development.....

Cautiously optimistic after having written off £178k in VIY....

Good luck all :)

[ewads] 14/6/2014 19:38

I was right! Loads of posts from TP, F11 resurrected from the dead.

Final straw is twix agreeing with all!

Can't read any more.............

[spec7] 14/6/2014 18:44

Football !! way past my bedtime.:-)

[the prophet] 14/6/2014 18:43

Diagnostic, big difference from drug discovery and the route to approval.Not without risks, yes, but not on the same scale as drug bio.

[volsung] 14/6/2014 18:29

Biotech - what could possibly go wrong?? Lol

[the prophet] 14/6/2014 18:20

F11Voice of reason.Sounds a fair strategy

[the prophet] 14/6/2014 18:18

SpecRe trying to save anyone, trouble with internet, but that was all a bit tongue in cheek, although you do sometimes have to wonder re the motives of these worthies.Anyway, time to sign off and prepare myself for the battles ahead.....football, that is, not the damn bb!

[fairenough11] 14/6/2014 18:09

It's quite simple to me,if you don't like what you see don't buy.Each PI can make up their own minds.Read the admission DOC.as the II's will have done and then decide.

My BUY price was just under .14 for future ref and my AIM is to sell half at around .28/.29 and let the rest run as the BOD look like they have the necessary clout to take this forward and raise the necessary funding if/when needed as the company hopefully expands.Looks as though II's on board and like the story.

We'll see.

[pugugly] 14/6/2014 18:07

Django:> That must make it an absolute short !!!!!!!!!!!!!!!!!

[the prophet] 14/6/2014 18:02

DjangoYou have a point there. To be fair, I thought it was a decent article that made a few points that have not been made before. The bit about the free float was interesting, only 10% or so.

[the prophet] 14/6/2014 17:59

All for that , Spec.I've said my bit, strong management with a track record, well financed and a good sector to go for with a near term needed product.If others are not so sure, no problem to me. It just makes me laugh when the likes of Waterloo or whoever question if the board have done their own research.Don't like to be too rude, but theirs discussion and then there's stupidity.No one is saying this is a risk free ride to the stars. What I am saying is, to me, it looks an excellent risk/reward proposition.If others think differently, no probs here, plenty of other shares out there. But it would be good to have a sensible discussion, which, to be fair, most people are.

[django 2012] 14/6/2014 17:22

ironic that despicable excuse for a journalist, Winnifroth, has tipped this as a strong buy.