Arix Bioscience Share Chat (ARIX)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Arix Bioscience	LSE:ARIX	London	Ordinary Share	GB00BD045071	ORD 0.001P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	177.50p	175.00p	180.00p	178.50p	177.50p	177.50p	14,630	15:52:23

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Pharmaceuticals & Biotechnology	0.6	-9.5	-0.4	-	239.31

Arix Bioscience Share Discussion Threads

Showing 51 to 75 of 75 messages

Chat Pages: 3 2 1

Date	Subject	Author	Discuss
10/11/2018 20:29	Mr Mkt clearly has a big downer on ITRM, although I'm unclear why, as to my non expert view it all sounds rather promising - doesn't it always! Broker targets are 3-4x of current price. httPs://ir.iterumtx.com/quote Presentation: htTps://d1io3yog0oux5.cloudfront.net/_b4db156f66fd2f9e9d8decd4a9dd454a/iterumtx/db/346/2669/pdf/Iterum+Company+Overview+-+Ocotober+2018+Updated.pdf A reminder: "Arix has invested $4.4 million (£3.3 million) in Iterum’s IPO. Following completion of the offering, Arix holds a stake of approximately 7.4 percent of the issued and outstanding shares of Iterum (amounting to 1,031,903 ordinary shares)." And: “We are excited to initiate SURE 2 and SURE 3, our remaining Phase 3 clinical trials for sulopenem, providing three indications at launch, if approved,” said Corey Fishman, Chief Executive Officer of Iterum. “The initiation of these trials, together with SURE 1, which we initiated in early August, means that our entire Phase 3 clinical program for sulopenem is currently underway. Given this achievement, we reiterate our expectation of announcing top-line data from all three trials in the second half of 2019 and U.S. regulatory submissions by the end of 2019. We believe we are setting the stage for a series of value-creating, near-term milestones for Iterum that will be funded by our current cash resources.” htTps://ir.iterumtx.com/press-releases/detail/12/iterum-initiates-sure-2-and-sure-3-phase-3-clinical-trials	rambutan2	Read Full Thread Reply
10/11/2018 19:37	And at the AUTL close price of $48 the 3,161,533 shares held tot up to $152m/£117m. httPs://www.autolus.com/investor-relations/stock-information/stock-quote-chart	rambutan2	Read Full Thread Reply
10/11/2018 19:25	For the record: "Following the IPO, Arix retains a stake of 12.9% in LogicBio (amounting to 2,979,023 shares of common stock), which was valued at GBP22.9 million at the close of business on 18 October 2018. This represents a gain of GBP12.6 million on total cash invested in LogicBio by Arix." So, at yesterday's $15 close, that's approx $45m/£35m. htTps://investor.logicbio.com/stock-information/stock-quote-chart	rambutan2	Read Full Thread Reply
10/11/2018 07:49	LogicBio also finished at a high of $15. The NAV of Arix must be over £300m now. Trading at a discount of around 25%. The Nasdaq listed stocks are extremely volatile so perhaps the discount is justified.	pdt	Read Full Thread Reply
10/11/2018 06:30	Autolus finished at $48 last night with a high of $53?	brexitplus	Read Full Thread Reply
31/10/2018 10:37	I wonder why Arix trades at around a 20% discount to NAV compared to Syncona at a premium of some 30% ?? There should be news on their recent investment in Pharmaxis early in the new year with a partner for their Fibrosis LOX2 treatment and Verona will have an important trial result for their COPD treatment in Jan 19. Perhaps one of them will shift the price back towards 200p ?	pdt	Read Full Thread Reply
20/10/2018 08:43	The LogicBio flotation results in a mark-up in the ARIX stated NAV to 200p; and with the LOGC share price moving ahead from the listing price of $10.00 to close at $11.50, the NAV now at 204.5p. Of course, it is stated/assumed that there is much hidden value within the ARIX portfolio, so any further evidence of such may now instigate a move back up to the 200p level... Incidentally, a look at two of their other US-listed holdings shows Autolus (our largest holding) has added c£10m since 30th June; whilst Iterum has lost c£3.5m over the same period.	skyship	Read Full Thread Reply
10/10/2018 06:44	Looks like a potential NAV increase of c12p: =========================================== Arix Bioscience plc (LSE:ARIX) ("Arix"), a global healthcare and life science company supporting medical innovation, today notes that LogicBio Therapeutics Inc.("LogicBio") has filed an amended registration statement on Form S-1 with the U.S. Securities and Exchange Commission (the "SEC") relating to a proposed initial public offering in the United States of shares of its common stock. The registration statement discloses an indicative pricing range for the proposed offering of U.S.$12.00- U.S.$14.00 per common share. This would represent an increase in value of Arix's current shareholding in LogicBio (compared to the GBP4.9 million sterling holding value) of GBP15.9 - GBP19.4 million [1]. The proposed maximum aggregate offering amount specified in the filing is U.S.$75.0 million, which assumes that the offering price is at the midpoint of the indicative pricing range and does not include the underwriters' option to purchase additional common shares.	skyship	Read Full Thread Reply
27/9/2018 10:44	Wow, for the first time in two days someone has actually traded some shares. Ok, I know its only 200, but at least it's a start.	eaaxs06	Read Full Thread Reply
26/9/2018 19:32	13.3% equity interest in LogicBio valued at £4.9m on 30 June 2018. Let's hope the IPO gives the valuation a pop.	alcimedes	Read Full Thread Reply
26/9/2018 14:00	Can it go all day without a single share being traded?	eaaxs06	Read Full Thread Reply
26/9/2018 08:26	Good to see news of an IPO today.	brexitplus	Read Full Thread Reply
24/9/2018 09:56	Arix Bioscience will be presenting to investors at the upcoming Proactive One2One Forum on 4th October in Mayfair, London from 6pm. Details here: https://tinyurl.com/yb3j5c7z	aim_trader	Read Full Thread Reply
14/9/2018 13:01	Looks like a pretty impressive Board appt...	skyship	Read Full Thread Reply
21/8/2018 14:32	Have doubled my holding with one buy at 158.50 and one at 172.	chesil356	Read Full Thread Reply
21/8/2018 12:19	Bought this morning at 1.63 The Proactive interview is very good. See www.proactiveinvestors.co.uk/companies/stocktube/10188/artios-in-strong-position-to-accelerate-cancer-programmes-after-arix-investment-10188.html	brexitplus	Read Full Thread Reply
21/8/2018 10:57	Nice to see this edging back up. There was comment yesterday including two broker forecasts of 253p and 314p. hxxp://www.proactiveinvestors.co.uk/companies/news/203218/arix-bioscience-share-sale-explains-recent-market-disconnect-say-brokers-203218.html	pdt	Read Full Thread Reply
21/8/2018 07:38	Can't even buy £500 worth of these online and market makers buying above the bid.Looks like they are now short of stock to sell.	chesil356	Read Full Thread Reply
18/8/2018 20:57	what about directors /management COMP running at circa £5m pa? That's £50m over the next 10 years for a market cap business of only £200+ Seems an outrageous level of remuneration.....	kristini2	Read Full Thread Reply
17/8/2018 19:13	A new interview on Proactive site explaining reasons behind investment in Artios, worth a listen; hxxp://www.proactiveinvestors.co.uk/companies/stocktube/10165/arix-sees-significant-potential-as-it-ups-stake-in-cancer-treatment-developer-artios-10165.html Syncona are trading above NAV and we are considerably below NAV. With the Seller seemingly done for a while these will hopefully rise back to the 200p area I would have thought. However, nothing surprises me any more! Rambutan2 - ha, ha PDT are just my initials!	pdt	Read Full Thread Reply
17/8/2018 13:16	PDT (prelude trust?), that's a good spot on Artios.	rambutan2	Read Full Thread Reply
17/8/2018 13:15	Yes, that overhang is almost certainly the reason and I'd expect to start heading north from here before too long: LONDON, 17 August 2018: Arix Bioscience plc ("Arix") (LSE: ARIX), a global healthcare and life science company supporting medical innovation, was notified today that Christopher Chipperton has today sold 3,000,000 ordinary shares of GBP 0.00001 nominal value each ("Ordinary Shares") at a price of 155 pence per Ordinary Share (the "Disposal"). As a result of the Disposal Christopher Chipperton is interested, in aggregate, in 7,147,914 Ordinary Shares in the Company representing 5.3 per cent. of the Company's issued share capital. Christopher Chipperton (the "Locked-in Party") has entered into a lock-in agreement (the "Agreement") pursuant to which he shall not dispose of any interest in Ordinary Shares (held directly or indirectly) for a period of 12 months following the Disposal, save in certain very limited circumstances. The Agreement also provides that, save in certain limited circumstances, the Locked-in Party shall not dispose of any interest in Ordinary Shares (held directly or indirectly) for a period of 12 months following the first anniversary of the Disposal unless such disposal is effected through Stifel Nicolaus Europe Limited ("Stifel"), in order to ensure an orderly market in the Ordinary Shares ("Orderly Market Period"). Any disposal of Ordinary Shares during the Orderly Market Period will be in such a manner as Stifel may reasonably require with the view to the maintenance of an orderly market.	rambutan2	Read Full Thread Reply
17/8/2018 12:16	Does today's news of a 3m share sale explain the recent decline in the share price? On a separate note I saw a positive article on the work being undertaken by Artios in today's Daily Mail; hTTp://www.dailymail.co.uk/news/article-6068949/New-cancer-pill-stops-tumor-cells-repairing-making-sensitive-radiotherapy.html	pdt	Read Full Thread Reply
17/8/2018 08:50	I had a top up at 157p this morning although it shows on here as a Sell on the trade list. There does seem to be a disconnect between NAV and the market cap.	pdt	Read Full Thread Reply
16/8/2018 20:06	AUTL closes at $30 today. So stake value is £74m. At 158p close, ARIX mkt cap is £215m. So AUTL currently constitutes a third of mkt cap. Chuck in the approx £120m of cash and £7m (as at close) in ITRM, and that's leaving very little value put on everything else owned.	rambutan2	Read Full Thread Reply

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