Evgen Pharma Investors - EVG

Evgen Pharma Investors - EVG

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Evgen Pharma Plc EVG London Ordinary Share GB00BSVYN304 ORD 0.25P
  Price Change Price Change % Stock Price Last Trade
0.00 0.0% 8.15 08:00:19
Open Price Low Price High Price Close Price Previous Close
8.15 8.00 8.15 8.15 8.15
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moneymunch: The calm before the storm..... I reckon the digestive period for the 8p placing shares is near enough done, hence the likelihood we're now due some imminent upside momentum, especially as it seems the majority of shares that have been sold at 8p and below have been mopped up on the quiet, judging by some of the large late reported trades , and so with the 8p placing shares settling in firm hands, it's inevitable that the share price will start heading upwards as more investors are attracted by Evgen's exceptionally strong cash position and the fact they have so many opportunities to deliver shareholder value. There's multiple positive newsflow that could drop at anytime, but the big one is obviously Prof Chalmers interim analysis on the efficacy data on SFX-01 Covid/Ards patient trial, expected Q2...positive data will be a game changer and will no doubt see the share price multi-bag, but finding effective treatments for Covid/Ards has been extremely difficult with very few that have been approved and a long list of promising drugs that have failed to meet their clinical end points, and so I'm sure there must be many investors who are nervous about investing here at the moment just incase news from Prof Chalmers isn't good. This would obviously impact the share price dramatically, but only temporarily , c£13m cash in the bank and a raft of other potential positive news expected near term from the rest of the pipeline would see the share price recover quickly imho....and of course if Prof Chalmers delivers good news, then those invested now will reap the rewards. SFX-01 for Covid/Ards isn't a shot in the dark and there's endless documented research that suggests Sulforaphane's influence on Nrf2 / oxidative stress etc associated with respiratory inflammation disorders , could be of therapeutic benefit, and so the risk reward going forward is firmly in our favour regardless....no doubt the same prospects and potential that were compelling to Octopus, Chelverton and Rab and why they have invested heavily at this most exciting time of Evgen's development....fortune favours the brave and those that have done their research and due diligence...Everything firmly crossed for success....Undoubted Transformational Upside on multiple fronts. Gla :-)
moneymunch: Event Voice: Your Questions Answered by Octopus Investments at Investment Select Richard Power, Head of Quoted Smaller Companies at Octopus Can you give a brief overview of your strategy in terms of what you are trying to achieve for investors, your investment process and the make-up of the investment team? The lead manager of the fund is Richard Power, who has been running the fund since its launch in 2007. Richard is directly assisted by Chris McVey and Dominic Weller in addition to the wider Quoted Companies Team at Octopus which consists of 8 investment professionals.  The team manage a range of mandates focused on quoted smaller companies, including two AIM Venture Capital Trusts which ensures a good focus on, and understanding of, the smallest quoted companies. Collectively, the team manage £2.2bn. We invest in small, relatively early-stage businesses. These micro cap companies tend to be sub-100 million. In general, we're looking for companies that can become relevant in their particular sector on a global scale and have the potential to grow to a multiple of the size they are at the point of investment. Our philosophy is to become long-term co-owners in businesses that are very progressive and will become increasingly relevant in the world. We won't do what some other micro-cap funds might do, which is sell when companies get to a certain market cap. We'll continue to hold them until we think that they have reached a point where all of the upside is in the share price. That means we've got a core portfolio of companies that are profitable and on a recognisable growth trajectory. We hope those businesses can double their profits in a three to five-year time horizon. A lot of our holdings have been in the portfolio for ten years and have gone up ten, 15 or 20-fold in that time. How have you been trying to weather the storm caused by the Covid-19 pandemic and what could be the longer-term implications for your strategy? Equity markets get increasingly inefficient during periods of volatility which presents investors with opportunities. That was certainly the case in 2020, and small companies respond well during periods of accelerated change. We therefore remain excited about the prospects for our funds and the asset class over the next few years. Can you identify a couple of key investment opportunities for your fund you are playing at the moment in the portfolio? This could be at a stock, sector or thematic level. We've got a core portfolio of companies that are profitable and on a recognisable growth trajectory. Our expectation is that these companies can double their profits in a three to five-year time horizon. Many of our holdings have been in the portfolio for ten years and have grown significantly since the original investment. For example, ID verification software provider GB Group has grown its profits from £1mn to over £40mn since the fund invested in 2010. As a result, the market cap of the company has grown from £20mn to £1.8bn over that period. Similarly RWS Holdings, a patent translation business with a market cap of £60mn at the point of investment, is today valued at £2.3bn. Other examples include Future which has grown its market value from £66mn to £1.8bn and Keywords Studios which has grown from £90mn to £2.0bn over the period the fund has been invested. To find out more, join our webinar on Tuesday 23rd March at 11am where Richard Power will discuss why he is excited about the opportunities in the UK and how current fund positioning has aided returns htTps://www.investmentweek.co.uk/sponsored/4027908/event-voice-questions-answered-octopus-investments-investment-select
moneymunch: Cheers On Target ;-) At Chelverton we invest in proper companies, that do proper things, managed by sensible people. Founded in 1998, we are a boutique asset management business with a specialist focus on investing outside the top 100 UK equities, and unquoted SMEs. Our select range of investment products and services is carefully considered and meticulously executed. We are an exceptionally focused company, offering Professional Investors, financial intermediaries, institutional investors and family offices direct access to the very best quoted and unquoted equity investment expertise. We pride ourselves on our solid client relationships and reliable long‑term performance. Our investment approach is based on taking a 360-degree view of a company to seek out investments of fundamental value. hTtps://www.chelvertonam.com/about-us/
moneymunch: Octopus Investments Octopus Venutures, all part of the Octopus Group, who now hold 8% of Evgen...I wonder if Jim Mellon has bought in??? Gla ;-) Biohacking and the future of health and Longevity February 14, 2020 Talking investment with Octopus Ventures’ Uzma Choudry and what she’s looking for in a breakthrough technology. Next week, the first Biohacking Congress will be held in London, bringing together famous biohackers, renowned scientists, healthcare professionals, researchers, authors and investors focused on helping us all live a longer and healthier life. A key component of the event is a start-up competition, which is part of the Startup World Cup, a global competition with a grand prize of $1 million. Seed and Series A level start-ups from MedTech, digital health, biotech and healthcare will pitch to a panel of experts at Biohacking Congress, including Uzma Choudry, PhD, an investor at Octopus Ventures. With more than £1 billion under management today, Octopus Ventures started out as a generalist Venture Capital (VC) firm, but in recent years has focused on three key pillars of investment: Deep Tech, Future of Money and Future of Health. Uzma is focused on assessing investment opportunities, conducting preliminary due diligence and executing deals. Her experience straddles the Deep Tech and Future of Health Pods, and she is now focused on Frontier Technologies within health and biotech such as synthetic biology and nanotech, genomics, gene editing and computational biology. This includes platforms at the intersection of technology and biology, including human augmentation and neurotech. “We’re starting to build more expertise in the frontier technologies within health and seeing a number of life sciences opportunities which fit in that bracket,” she says. “And that’s where we feel there’s an overlap between deep tech and health.” “… we asked ourselves whether Longevity is a space we should be looking at? … We think it is because the areas that we want to look at are those where we think there is a large opportunity or big global challenges that we could be solving. Longevity certainly ticks that box …”   In terms of biohacking specifically, Choudry, with a PhD in synthetic biology and biophysics, has a keen personal interest. She points at the opportunity presented by advancements in the genomics space – initially around the ability to read the “biological” software (genome) through more cost-effective DNA sequencing technology, but further now in developments around gene editing tools, such as CRISPR-Cas3/9, which provide the ability to write and edit the software/genes, and opening up a massive opportunity. ........ As far as her views on Longevity as a sector goes, Choudry has spent time with Juvenescence’s Jim Mellon and the people who manage his investment funds. “There were interesting views on lifespan versus health span, and we asked ourselves whether Longevity is a space we should be looking at?” she says. “We think it is because the areas that we want to look at are those where we think there is a large opportunity or big global challenges that we could be solving. Longevity certainly ticks that box, the aging population is something that is at the front of our mind. Probably more so around health span rather than lifespan – how are these people able to keep good health into their later years. Those are some of the areas that we are looking at within our future of health team.” htTps://www.longevity.technology/biohacking-and-the-future-of-health-and-longevity/
dlg3: Look at it this way, if he purchased 10 million shares and moved the price up to 20p other investors would be shouting what a great buy and shows confidence in the company going forward, but then when the RNS that shoves the Sp over £2 arrives a week later, those same investors would be crying fraud...so which is it to be???
moneymunch: " Two of the most recent examples are the placings by Evgen Pharma plc, the clinical stage company focussed on the treatment of cancer and inflammation, and Synairgen plc, the respiratory drug discovery and development company, both listed on AIM. These biotechs are suddenly in the enviable position of having to choose between scaling back allocations or only accepting the money on the table from specific investors." ......................... Booming biotech sector allows for choices over investment Out-Law Analysis | 23 Feb 2021 There has been a growing interest in biotech companies since the onset of the Covid-19 pandemic. Over $13 billion was invested worldwide in biotech companies in 2020 alone. As a result of this increased flow of capital into the sector, biotech companies are becoming more selective about the investors with whom they choose to partner, taking a longer term view than might have previously been the case in a sector in which the cash burn rate from R&D is well known. This theme of the discerning biotech was a central focus at the recent LSX World Congress. This annual event brings together life sciences industry executives – from those involved in start-ups to those leading the world's biggest pharmaceutical companies – and the investment community. Investors without any particular insights into the sector are naturally drawn to the human stories behind products, and in the biotech sector there is no shortage of narrative that companies can play on Widening interest in the sector Specialist healthcare investors know that investment in biotechs requires a long-term view, recognising that it can take years of research and substantial capital for companies to develop new products and deliver meaningful returns on their investment. The risk involved in picking the correct companies to invest in, and at the right time, has meant that the sector has been the domain of specialist investors who understand the science. This changed with the onset of the pandemic when a growing number of investors recognised that, with so many biotechs pivoting ongoing trials to test whether existing products in development had application to coronavirus, any good news from those companies could lead to substantial bumps in share prices, often in excess of 100%. The potential size of these returns suddenly outweighed the risk that had previously made non-specialist healthcare investors wary of the sector. Moreover, driven by the turmoil in sectors such as retail, hospitality and airlines, companies in the life sciences sector felt like a relatively safe place for institutions to invest. A McKinsey study highlighted at the LSX World Congress indicated that, while biotechs listed on the public markets did experience a downturn in share prices in spring 2020, that downturn was short-lived, with average share prices rising 39% in Europe, 37% in the US and 106% in China between 1 January 2020 and 19 January 2021. As a result, much of the recent investment interest in the biotech sector has been from non-specialist investors whose attention has been drawn by the sector's resilience to the Covid-19 pandemic. Industry success stories also help to raise the profile of the sector. The rise to international prominence of German biotech BioNTech, following its partnership with Pfizer and development of a Covid-19 vaccine, is an example of the attention the sector is gaining for its innovation and real-life impact. Investors without any particular insights into the sector are also naturally drawn to the human stories behind products, and in the biotech sector there is no shortage of narrative that companies can play on. For instance, with recent advances in the use of data and technology, companies have been able to focus their innovation around a 'patient-centric' approach to medicine, with personalised medicine, including cell and gene therapies, which show such promise in the treatment of rare diseases, coming to prominence. Increasingly, the 'story' behind, or theoretic potential of, a product is more important than the data behind it, particularly for non-specialist healthcare investors. This growing interest in the sector has resulted in many of the equity fundraisings conducted by publicly traded biotechs being significantly over-subscribed, as more investors have sought to put their faith in biotech stocks. Two of the most recent examples are the placings by Evgen Pharma plc, the clinical stage company focussed on the treatment of cancer and inflammation, and Synairgen plc, the respiratory drug discovery and development company, both listed on AIM. These biotechs are suddenly in the enviable position of having to choose between scaling back allocations or only accepting the money on the table from specific investors. In addition, the increased flow of cash into the sector is prompting competition between investors about the timing of their investment, with an increasing number prepared to invest earlier in the life cycle of a biotech, often at the 'Series A' funding round. Certain funds that traditionally have been focussed on public markets are re-assessing this focus and looking more closely at early stage biotechs. Marshall Wace and Third Point are two big hedge funds that are currently raising money – $400m and $300m, respectively – to invest in privately held healthcare companies that are between six months and two years out from IPO, with a view to holding on to those companies after they list. While the recent returns on many investments in listed biotechs is impressive, some investors are recognising that even they can be dwarfed if they give their backing to the right company early enough in its development. Those investors know that the best value will come from investing early in a company at cheaper valuations, with the rewards coming if that company has a product approved. The risk/reward analysis has been tipped in favour of reward by the evident strength of biotechs over the last 12 months. hTtps://www.pinsentmasons.com/out-law/analysis/booming-biotech-sector-allows-for-choices-over-investment
moneymunch: I don’t care if experts are warning of a stock market crash, I’m buying cheap UK shares today Harvey Jones | Friday, 12th February, 2021 While some investors live in fear of a stock market crash, I prefer to see it as a great opportunity to buy cheap UK shares. That partly comes from years of writing for Motley Fool. We urge readers to go shopping for shares in a correction, when their favourite stocks are suddenly trading at reduced prices. When markets crash, investors tend to dump good companies along with the bad. By picking my targets carefully, I can load up on the very best cheap UK shares, and benefit when they recover. So when I hear experts saying we are in a stock market bubble and it may burst, I get ready to shop. ................ This raises an interesting question, though. If I prefer to buy cheap UK shares in the sales, why don’t I only buy them in the middle of a crash? In other words, why would I buy them today? The first answer is that I think UK shares are relatively cheap, with the FTSE 100 still trading more than 1,000 points lower than it did a year ago. Now there is a good reason why UK shares are cheaper than they were, given the economic damage inflicted by the pandemic. However, this has also been matched by the unprecedented amounts of global stimulus unleashed by global central bankers. I think when the world finally emerges from lockdown, we will all go on a spree, and share prices will power upwards. That’s only my view though. I could be wrong. People usually are when they make predictions! I’m checking out cheap UK shares today There is another reason why I would buy cheap UK shares today rather than wait for a crash. I have no idea whether the crash will come, let alone when. Nobody does. Predicting future stock market movements with any consistency is impossible. This market could rise 50% from here. If it then fell 20%, I would still be well ahead. Also, if I’m out of the market, I will not be generating any dividends from my portfolio, or reinvesting them for growth. My money will not be working at all, especially if I leave it in cash. We may see a stock market crash this year, we may not. I have no idea. Nobody does. What I do know is that UK shares look cheap enough to buy today. If markets crash, they will look even cheaper, and I will buy more of them. I'm looking at this opportunity now. hTtps://www.fool.co.uk/investing/2021/02/12/i-dont-care-if-experts-are-warning-of-a-stock-market-crash-im-buying-cheap-uk-shares-today/
timbo003: >>Nobby I think most of us here could see this coming. On the positive side they have raised a decent amount, so there should be numerous value inflextion points before the market starts worrying where the next funding is coming from. The fact that it was heavily over subscribed suggests that if Finncap had wanted, they could have got a better price than 8p/share They have included an open offer in the fund raise, this is good news, but I suspect that at 8p/share the OO will be oversubscribed and there will not be many excess shares available. It is rather interesting that they have gone for a record date of Feb 10th for the OO. The norm is to have the record date either the same day as the announcement, or the day before the announcement, not 8 days after the funding announcement. This could help create demand for the shares leading up to February 10th, as new investors may be tempted to buy a few in order to apply for shares at 8p in the open offer. They talk about the OO shares being EIS qualifying. This will be irrelevant for nearly all existing shareholders (including myself). Even if the shares are deemed eligble for EIS tax breaks, the open offer participants will not be considered eligble EIS investors ☹️ϒ5;️☹5039;
timbo003: >>>MM You state "SFX-01's recruitment unlike the stop Covid trial, is from patients displaying symptoms of Ards and pneumnonia, regardless of testing positive and/or regardless of being hospitalised" That is incorrect: All patients recruited to the study will be hospitalised. >>>boker All we know about timings is what the company has told us, i.e. data from the STAR COVID study could be potentially available in Q4 2021. I have no reason to doubt that. Have you? It seems to me that you are implying that the company are misleading investors by failing to state that the data will be available earlier (in Q3 or even Q2?). I do not know how many sites are involved in this early stage of the study, (and nor do any of the other contributers to this thread), although I suspect the number of sites involved at this stage it is one or two (based on my own experience in Clinical trials), but whatever the number, the only hard information we have is that they recruited 9 patients within a period of about two weeks. As for extrapolating recruitment data, if they continue to recruit approximately 20 patients/month, a straight line extrapolation takes them to May for completing the first 100 patients and June for the BSDM review , the most logical time to ramp up the number of study sites would be in June (assuming the DSDM review gives the green light for futility and safety). This should then lead to a significant increase in recruitment rate and lead up to a reporting date which was entirely consistant with the company's own estimates of Q4. As for my views on the timings of a BSDM review, we have no definitive information and it will depend on numerous fators, but any time between April and June seems like a reasonable assumption to me. Anyway, this is now getting repetitive (and of little interest to most investors/potential investors) and the timings will have little consequence on what really matters and that is the outcome of the STAR-COVID study. I have let this debate run (despite the repetition) over the last few days as the markets have been closed. I now propose to let you and MM have the last word on this and thereafter unless there is new information available on the topic, I will exercise my moderators discretion on repetitive posts made by any black posters.
timbo003: >>>On Target, Thanks for that, so LifeArc (the paymasters) state up to 6 sites, which suggests to me that they will start with one or two and this may increase to up to six >>>>mm You ask: ps timbo, once again you appear somewhat over keen to downplay any positive speculation on SFX-01's near term prospects, why is that???... On the contrary, I am positive on the company's prospects. I think given the risk reward ratio they look very undervalued and I have a meaningful amount invested here, however, I believe that investors need to take a realistic view on prospects and timings. If investors have unrealistic expectations on timings (based on bulletin board speculation) then when those expectations are not met, it is likely to lead to investor disappointment, some of which will be misdirected at the company, rather than those responsible for inflating expectations. No one benefits from that, except (possibly) short term traders. I'm afraid that that an end of January completion date for a Data and Safety Monitoring Board review on the first 100 completed patients is totally inconsistant with what the company recently announced on December 10th, when they stated that data from the STAR COVID study could be potentially available in Q4 2021. If recruitment were occuring as quickly as you believe, then surely then the data from the completed trial would be available in Q3 or even Q2? So why wouldn't the company refer to that in the statement on Dec 10th? Investors would be best advised to base there investment decisions on verifiable statements from the company, not uninformed bulletin board speculation by anonymous avatars.
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