Arix Bioscience Share Discussion Threads

[spectoacc] 11/8/2022 06:50

He's nothing if not predictable. I make a rule of selling into his ramps, but still underwater on ARIX so it'll need to be a decent boost :)

[ohisay] 11/8/2022 01:11

Suddenly this is looking really good value again.Expect ST in IC to pick up on the presentation and after hours developments .. EDIT ..And here it is ..https://www.investorschronicle.co.uk/ideas/2022/08/10/a-ben-graham-recovery-play/

[hpcg] 10/8/2022 19:43

I guess improved sentiment in the US is helping here by proxy, given where the assets are. The downside underpinning of the cash pile was helpful for refreshing the investor base I imagine.

[riskonricky] 10/8/2022 18:44

Disc Medicine merger with Gemini Therapeutics - in case you missed it after the results.

[ohisay] 10/8/2022 14:55

Interesting Investor Meet presentation . In discussing Artios they think the best US comparator company suggests a carrying value double that they assume in the NAV. I'm not surprised the market seems to like the presentation .

[hugepants] 08/8/2022 16:17

or could be because Aura(NASDAQ: AURA) up 23% the last 5 days

[hugepants] 08/8/2022 13:36

spec, This stock has nothing to do with cats but maybe this modest rise is due to results and investor presentation on wednesday.

[spectoacc] 08/8/2022 13:33

A twitch. Or possibly the sun just bloating the cat. Either way, welcome.

[pen13] 30/7/2022 10:52

Ye of little faith. Why not read the portfolio on ARIX website (excellent). They are funding early stage companies e.g Lead on Sorriso's 1st funding round $31M last December and £100 does not go far when funding the winners to complete Ph3 trials and commercialise. ARIX is a buy and hold. It's cash will almost certainly be gradually spent on possible winners. But there's no guarantee. You either support the management to do the right thing or find yourself something else to speculatee on.

[makinbuks] 22/7/2022 12:49

£1.01 of cash

[lennonsalive] 22/7/2022 08:53

Unfortunately just a really badly run company that wasted cash on share buy backs, rather than buying or investing the money wisely. But I suspect the management don't care as long as they getting paid each month

[spectoacc] 21/7/2022 12:59

Bought SYNC 160p ish, ARIX 114p ish, interesting to see how they've diverged since. Thought ARIX's cash would have protected them more.

[ohisay] 17/7/2022 05:13

Fair point..Still cash here is around 100p per share . And interesting presentation partly relating to that point from end June. https://arixbioscience.com/insights/investor-meet-company-presentation

[hpcg] 27/6/2022 11:04

I've seen some people calling the bottom in XBI too. I don't know, on a 5 year chart it looks like a firm line of support, but on the other hand it benefits from, and requires, risk capital more than any other sector.

[ohisay] 09/6/2022 09:25

Yes good to see the cash backing spelt out . They should have done the monthly NAV reporting a long time ago ..arguably share price would not be quite as low as it is if they'd done it earlier. Of course Biotech in the US hasnt done at all well since the beginning of last year: though I see a lot of suggestions recently suggesting its bottomed out. I've added a few of these (Arix) as they seem to have changed tack recently in going for semi established companies rather than IPO's. https://seekingalpha.com/symbol/XBI/charting?axis=percentage&compare=XBI,SP500TR,PPH&interval=1Y&metric=priceReturn&series=line

[spectoacc] 09/6/2022 08:42

I like the clear way ARIX are now presenting the NAV - be good if that was taken up by others, rather than just the "NAV: 177p".

[jay083] 31/5/2022 11:40

https://www.ft.com/content/1854f495-1138-42f5-aa57-3ec52d782bbd#comments-anchor Interesting piece on biotech in general

[spectoacc] 31/5/2022 10:20

Been a decent biotech rally (or dcb more likely). ARIX has singularly failed to partake in it.

[spectoacc] 10/5/2022 08:42

Short-term impact perhaps. I'd usually sell into any ST tip or comment, but not this time, nothing to realise yet ;)

[value hound] 10/5/2022 08:40

I think the mkt cap is too big for Simon T's tip to have a real impact; much larger than most of his others.

[ohisay] 10/5/2022 08:36

Yes I think the Artios holding keeps him hopeful. https://www.investorschronicle.co.uk/ideas/2022/05/09/bargain-shares-a-ben-graham-contrarian-value-play/ Moreover, it’s not as if the unlisted holdings are worthless. Half that portfolio is invested in Artios, a leading DNA Damage Response (DDR) company that is developing a pipeline of precision medicines for the treatment of cancer. Artios has a research collaboration with drug giant Novartis to discover and validate next-generation DDR targets to enhance Novartis' Radioligand Therapies. I have great hopes for Artios (‘Five investment company bargains’ 8 April 2021). Large pharmaceutical companies have historically outsourced much of the research and development of new drugs to smaller companies, often start-ups, which are faster and more agile in making cutting-edge medical breakthroughs. Bearing this in mind, analysts forecast that big US and European pharma groups could have $500bn to deploy on acquisitions in the coming years, providing a clear path to exit for biotech companies that do succeed. Arix’s diversified portfolio offers such exposure

[frazboy] 09/5/2022 18:34

An ST tip isn't having its usual impact at the moment! In saying that I realise he's been a fan of this for a while.

[mirabeau] 09/5/2022 18:03

Tipped by ST in IC

[snappler] 06/5/2022 07:21

The best Case for the investors is, if they make a Tender offer similar to Malin Corp and repurchase a large amount of outstanding shares at NAV.

[ohisay] 05/5/2022 09:20

This is a good move ..I hope they do more of it . There are plenty of established undervalued Pharma stocks around atm. Following market purchases since 31 December 2021, Arix has a new holding in each of the companies listed below: Listed on Nasdaq No. of shares Cost GBP Percentage ownership Black Diamond Therapeutics Inc. 481,900 1,482,061 1.3% Bolt Bio Therapeutics Inc. 118,500 330,367 0.3% Cullinan Oncology Inc. 66,500 556,615 0.2% Dyne Therapeutics Inc. 155,100 866,838 0.3% Edgewise Therapeutics Inc. 50,200 313,732 0.1% Inozyme Pharma Inc. 151,006 652,894 0.6% Kinnate Biopharma Inc. 190,000 1,495,868 0.4% Kronos Bio Inc 149,000 808,931 0.3% Olema Pharmaceuticals Inc. 610,000 2,521,731 1.5% Prelude Therapeutics Inc. 150,000 1,158,895 0.3% Silverback Therapeutics Inc. 470,300 1,598,857 1.3% TCR2 Therapeutics Inc. 465,000 1,114,384 1.2% At the start of 2022, we began investing in a Public Opportunities Portfolio of listed biotechnology stocks which we believe are undervalued, having carefully assessed their clinical programmes and potential. Initially comprised of ten companies with a total investment of around 5% of our NAV, the individual positions are small enough to be easily liquidated and will be actively managed in response to market movements. .