E-therapeutics Share Discussion Threads

[red army] 23/3/2020 08:40

They MUST be speaking to government as the suggestion and POTENTIAL is significant.

Surprised this strategy has not been executed before now - a little disappointing.

[paulcon1] 23/3/2020 08:30

Well, the RNS is bold and proactive.... Just what is needed in these uncertain times...

GLA

[matt123d] 23/3/2020 08:16

Very difficult to buy now.

[dplewis1] 23/3/2020 07:04

Well..this could be interesting!

[matt123d] 22/3/2020 10:56

Yes, following on Twitter. Good to have a CEO who's familiar with financial markets and the timing of them.

[the stigologist] 19/3/2020 15:26

I'm hopeful of news because he said they were in late stage discussions with a number of exciting potential collaborations so presumably sign offs could happen imminently/within weeks

Also he seems to fancy himself as a trader so I think he'll try to release news into a postive rebounding market. He was calling bottom a few days ago. Seemed to be warming up to markets turning as well.

I have high hopes.

[dplewis1] 19/3/2020 15:13

He's probably just taking a break from markets / talking to mentalists on twitter.. not sure his silence would be the forbear of news. Possibly a bit of post hoc fallacy creeping in there stig ;)

[the stigologist] 19/3/2020 15:06

hmm Ali is a bit quiet on twitter today
news incoming ?
I'd take either of AZN or GSK

[the stigologist] 18/3/2020 16:17

Equally works as message to ETX shareholders

[the stigologist] 17/3/2020 22:13

GSK and AZN look like favourites...

[the stigologist] 17/3/2020 19:51

"an important inflection point"

www.proactiveinvestors.co.uk/companies/news/915087/e-therapeutics--at-an-important-inflexion-point--915087.html

[the stigologist] 17/3/2020 14:33

"late stage discussions...number of exciting potential collaborations"

if they announce Astra Zeneca or GSK Glaxo deal we all know this will go nuts

[the stigologist] 17/3/2020 10:15

This Coronavirus epidemic is demonstrating the need for social distancing and Work-From-Home solutions which is an ideal environment for vendors of Computational Biology/AI/ML solutions

One would imagine any potential clients and partners are taking ETX et al a whole lot more seriously now than they ever were a few weeks back. AI/ML/Computational Biology capabilities have gone from being 'nice to haves' to 'must haves'.

Furthermore one would imagine the UK Government and Investors realising the need of the hour will be looking to invest seriously in this industry and of course it will be leaders like ETX who are best placed to scoop up any of that capital looking for a home.

[the stigologist] 17/3/2020 09:04

Cash is brilliant

Almost 2 years runway even before the £1.6m raised in Friends and Family raise


-- Revenues of GBP0.5m (FY19: GBP0.04m)
-- Cash at 31 January 2020 of GBP3.8m (FY19: GBP5.9m)
-- Cash reduction in the year of GBP2.1m (FY19: GBP3.7m)

[the stigologist] 17/3/2020 08:23

If you don't find that statement exciting you need your head checked.

Have you not read it?
Don't comprehend it?

It's revolutionary. Mortazavi telling you he had access to the 'data room' when he did his Due Diligence.

There is serious interest from Industry.

He wants to make it big.

1000% increase in Revenue (admittedly from low base) but look at quality and validation that revenue increase gives.

I guess what you mean by not exciting is they didn't headline it "multi million $ deals incoming from Big Pharma/GSK/AZN"

[dplewis1] 17/3/2020 07:25

Yep, nothing too exciting really. At least they have a decent amount of cash. Wouldn't fancy having to raise funds in this environment

[the stigologist] 16/3/2020 20:10

I don't think anybody expects Rome to be built in a day

This Coronavirus epidemic is demonstrating the need for social distancing and Work-From-Home solutions which is an ideal environment for vendors of Computational Biology/AI/ML solutions

One would imagine any potential clients and partners are taking ETX et al a whole lot more seriously now than they ever were a few weeks back. AI/ML/Computational Biology capabilities have gone from being 'nice to haves' to 'must haves'.

Furthermore one would imagine the UK Government and Investors realising the need of the hour will be looking to invest seriously in this industry and of course it will be leaders like ETX who are best placed to scoop up any of that capital looking for a home.

[dplewis1] 16/3/2020 18:18

Results tomorrow. Not an ideal time to be putting numbers out unless they are bullet proof.. at least they have decent cash but needs some positive noises around contracts etc

[the stigologist] 13/3/2020 23:25

The cure for corona will be cheap or free and not commercially lucrative.

Which bio company got rich off Ebola or SARS or MRSA cures?

The overall pharmaceutical market is worth hundreds of billions

Providing their platform tech to just one big Pharma will be worth potentially hundreds of millions (eg Exscientia deal with Bayer £240m)

Get one of their own drugs thru trials alone or in partnership it becomes a Billion + Biotech/Pharma company

[dplewis1] 13/3/2020 22:35

Ali is a smart bloke but nobody can call the bottom especially with so much potential bad news to come. Now if he could just get ETX to come up with a cure for corona that would be genuinely useful..

[matt123d] 13/3/2020 22:34

Market liked it!

[parsons4] 13/3/2020 22:07

I don't think so, just watched Trump speech on the TV !!! SO BAD !!