Arix Bioscience Share Discussion Threads

[cokehookerscars] 21/4/2020 09:29

Is NAV current around £2 ?

[nchanning] 17/4/2020 16:35

Good to see COO showing some confidence here . Good opportunity for a double whammy here if positive news emerges from the portfolio . This would doubtless lead to a rerating closer to NAV and a thumping gain

[nchanning] 10/4/2020 14:05

Have been one of the people buying . All I know is that with 54 million in cash , and c. 100£ million worth of equity investments at last count not a lot needs to go right for Arix to add another 50% from here Cutting operating expenses is absolutely the best way to realise value here . Hard to see how all these highly paid execs and entrepreneurs in residence are adding any value . Cut costs to bare bones and simply make follow on investments in companies that Arix already owns and wait to realise assets close to par is an easy way to get share price close to NAV and big win for shareholders . Needless to say a 6 month virus demandshock has a trifling effect on earlybiotech companies which are years away from generating revenue .

[eaaxs06] 09/4/2020 16:44

Somebody obviously knows something about Arix, given the price action over the past two days.

For a share like this to suddenly change direction so radically, with nearly a 50% increase in only two trading sessions, smacks of inside knowledge or some serious stake building as the prelude to a bid.

I wouldn't be at all surprised to read something about this in the papers over the long holiday weekend.

[gemlotte55] 09/4/2020 09:13

Getting perky,

[rambutan2] 15/3/2020 20:44

Wasn't a great week to IPO! but for better or worse Imara is now listed on Nasdaq:

[stevenb3] 24/2/2020 17:00

https://click.mail.proactiveinvestors.com/?qs=3d5e1027c5246a55e3ce5cb4b5cf098622e650935e9c70f3f1c3409b4921f519d3de7aa37ab4f27a5792da435f90bf573474134783150173

[escapetohome] 23/2/2020 13:42

There has been some movement in bio related to corona focused stocks.

You would expect that to start rubbing off on others more generally.

Im going to top up soon

[stevenb3] 20/2/2020 07:52

Iterium and LogicBio were both up 11% yesterday on NASDAQ. However, I don't expect this to follow through into the Arix share price.

[stevenb3] 19/2/2020 16:37

LogicBio is up 8% on NASDAQ at the moment.

[gemlotte55] 19/2/2020 09:05

must be due a rerate soon, well under book value.

[wingrove4] 08/1/2020 17:25

This has been a terrible investment on my part, beloved the hype, I think we deserve some explanation from the people in charge

[skyship] 06/1/2020 16:24

RAM - "How low will they go in order to tempt a buyer/s, will be interesting to see..."

I suspect they would be reasonably content (not happy) to accept 75p for their stake. That being so will continue to watch and wait, rather than try to catch the falling knife!

[escapetohome] 06/1/2020 14:58

Sounds a good strategy Coke.

Top up little by little.

[cokehookerscars] 06/1/2020 14:51

Just picked up another thousand today.

[escapetohome] 31/12/2019 09:45

Not expecting fireworks here , just a patient hold for me over the next year.

Good Value in ‘ground breaking , cutting edge’ range of bios.

Woodford selling may be impacting and allowing this great opportunity.

[escapetohome] 30/12/2019 18:48

Im in at this price.

[eaaxs06] 09/12/2019 09:33

Nice start to the day with a positive note from Autolus, conference call due for 1.30pm today.

Let’s hope it will spark a bit of interest in the shares, as in spite of a 7.5p rise in the share price, the trading volume is still dire at a mere 10,000 shares.

[pdt] 29/11/2019 16:31

This must be trading at about 40% discount to NAV ?

Surely this is too big even with the Woodford effect. Selling £10 notes for £6. I have bought some :)

Syncona with a similar business model trades on a 10% premium.

[gemlotte55] 28/11/2019 14:34

Thanks costax, ill rake a look

[costax1654x] 28/11/2019 14:18

Another Woodford one,is CIR,brilliant there