Arix Bioscience Share Discussion Threads

[spectoacc] 04/4/2023 13:17

Must be a lot suckered in on the tip.

[lennonsalive] 04/4/2023 12:57

102 is the yearly low, will it breach or bounce ?

[lennonsalive] 04/4/2023 12:56

What's level 2 looking here?

[gymratt] 23/3/2023 12:05

Back to the tip price. Loaded up again..

[makinbuks] 15/3/2023 11:40

Perhaps they need to announce their exposure to SVP. Never a concern if its the whole market down

[lennonsalive] 15/3/2023 11:18

Markets crashing wiping out gains. FFS

[lennonsalive] 06/3/2023 11:31

Wow the buying seems to come in here recently

[hpcg] 21/2/2023 09:43

Artios could also be worth nothing. That said their trials are at very early stages, toxicity testing, so a bad result is a bit less likely. It is phase 3 that have the stark binary outcomes.

[skyship] 20/2/2023 13:29

Well, 120p was my target, so, though they may be look good for a further run, I've nevertheless banked a very welcome 11% turn. GLA...

[cf456] 17/2/2023 14:54

Surging upwards again.

"Priced for a major re-rating" says Simon Thompson. Looks like he could well be correct.

A significant discount to NAV for the fundamentals and poised to make a major breakout above 120p on the technicals. Looks good for a decent move from here imo.

[skyship] 10/2/2023 13:22

Thought these might go to 120p today.......still time for a late run. If not, they will do so on Monday after readers have the hard copy in their hands.

[mr hangman] 09/2/2023 18:01

Yes, I thought the cash pile here, would be tempting for Simon, at the current price, the exciting portfolio, is thrown in for next to nothing

[skyship] 08/2/2023 08:20

Seems to be starting another run to the 120p level...

[ohisay] 07/2/2023 06:10

There's some Artios news expected in H1 23 so relatively important given the weighting in the Portfolio....

[ohisay] 07/2/2023 05:03

06-Feb-23 06-Feb-23 Buy Peregrine D E M Moncreiffe 108.50 GBX 200,000
28-Oct-22 27-Oct-22 Buy Peregrine D E M Moncreiffe 1.04 GBX 25,000
28-Oct-22 26-Oct-22 Buy Peregrine D E M Moncreiffe 1.04 GBX 50,000
05-Oct-22 04-Oct-22 Buy Peregrine D E M Moncreiffe 102.94 GBX 100,000
17-Dec-21 16-Dec-21 Buy Peregrine D E M Moncreiffe 119.00 GBX 84,000

He's a fan ..nice to see such commitment .

[lennonsalive] 06/2/2023 20:57

Neither seem to move this though today

[lennonsalive] 06/2/2023 20:57

Two big trades, 200k and 100k

[arthur_lame_stocks] 06/2/2023 19:27

That's a vote of confidence!

[hugepants] 06/2/2023 18:48

Director purchase by non-exec Peregrine Moncreiffe. 200K at 108.5p!

[skyship] 31/1/2023 14:44

You don't get many big trades here, in fact trades are a bit of a rarity fullstop!

Last biggie was Acacia reducing by c4m back in October.

Today we say a 550k trade at 105.5p; since then a small number of purchases have twitched this into life. May not get my cheaper top-up...

[skyship] 30/1/2023 16:47

free stock charts from uk.advfn.com

[skyship] 30/1/2023 16:42

Bt back in for a few at 105.9p on Friday. Will add if a further 2p/3p fall.

Yes, saw the cash reduction, hopefully as a result of the Ensoma subscription.

The trading range of 102p-120p over the past 12months is evidence in itself of what the Market thinks of the useless management here.

Really, the best that could happen here would be for a better operation to view it as a Rights Issue with, say, a 135p/140p offer. Can't imagine shareholders choosing to stay loyal to the incumbents!

[hugepants] 30/1/2023 15:10

December NAV update


NAV 178p. Discount to NAV is 40%.
Cash drops to 95.5p per share following the investment in Ensoma

[ohisay] 25/12/2022 05:30

At the time of writing, the SPDR S&P Biotech ETF (NYSEARCA:XBI) has erased more than 5 years' worth of gains since December 2018. The SPDR S&P 500 Trust ETF (SPY) on the other hand is still sitting on a 42.3% gain over the same period.
In the initial stages of the bear market, the sharp sell-off in biotech stocks can perhaps be justified by overstretched valuations and higher interest rates translating into deeper discounts on future cash flows of growth stocks. However, the persistent underperformance in biotech stocks in recent months appears to be increasingly driven by sheer pessimism and lack of investor interest in the sector rather than deteriorating fundamentals.