Positive news, especially when dealing with such a grandee as the NIC. Will encourage private Bio and Pharma to take a second look at Optimal. |
It's game changing |
A really positive RNS and massive potential, in the validation of OptiMal and it's use to identify cells and the antibodies to bind to the targets the National Cancer Institute have. |
Now we know why there was a 3.1m bid earlier in the week |
Hope those trading this struggle to get back in. |
Start of the positive newsflow from NCI. Gonna be huge this for FAB |
So we could be sitting on a few blockbusters which is highly probable. What a nice little model on top of the day to day business . Can't see past FAB. Ridiculous valuation at the moment. 50p is fair value |
At march 2022 they disclosed
“ At the reporting date the Company had an interest in thirteen such client projects which it understands its clients to be actively developing: four projects have fixed success payments with a maximum potential income of £1,225,000 and nine projects carry royalty agreements.”
This must have improved since. We know they have royalty entitlements in the contract they signed again with the USA biotech company last year too from Adrian’s proactive interview!
The future is bright |
He was talking about 1/3 conversation rate from humanisation to clinic, given they’ve done 250 plus humanisations could have an interest in 1/3 of those…. Potentiallly very exciting and also coming to the time now where some of those early ones could pay off. From review of the annual reports they’ve only received 3 milestones to date…so maybe they’re due to give birth to some more soon |
WOW - about 40 minutes in
25 carries !!!
11 in clinic ? some in Phase II ?
this could be incredibly lucrative
I guess some may have died a death given normal attrition rates from Phase I to Phase II but you only need one home run on a blockbuster drug and we FAB holders will be laughing to the bank |
Hope you watched it! |
gtc1507
Posts: 482
Price: 8.10
Strong Buy
RE: Trading Today 20:40
Watch the investor meet company meeting 23-11-2020.
Previous CEO gives a lot of detail on those antibodies which have milestone/royalties on them due to FAB.
Mentions they have low single digit % royalty entitlements to antibodies that clients are predicting will have $1bn plus sales…. This was a few years ago, since the have placed greater emphasis on securing downstream value, were further down the cycle of antibodies in the clinic, and even with failure rate, could be nearing the point where they trigger.
Throw in an m&a happy year where their clients assets could be acquired, which I’m sure would trigger a payment if fab hold a royalty entitlenent, then they have a future which looks very bright just based on historic work IMO. |
That's a nasty drop hope it's only temporary |
The wife buying a few today, easy money while we wait |
Out of interest, how do you know it is imminent dandy?
I’m also optimistic we would get an update on their optiphage contract and potential exclusive licence fee and royalties, further update on the new use of their mamallian display tech, and perhaps some developments from their role in that consortium. This is based on what Adrian had focussed on at their recent Investor meets. |
Next news should see this comfortably re rate. NCI update is imminent. |
LFDKMP
"Wondering if we are indeed going to get news/update before month end, and those with finger on pulse (or in the know) are positioning accordingly."
Looks more like the HVO gang selling there and buying here to push the share price higher, trying to portray there's big news.
Why have you and your mates gone quiet on HVO, especially given yesterday's rns?. |
Every time they try a shake they get bought out, the MMs have been trying for the past fortnight to get the price down and sells in but as soon as it drops a bit, more buyers come in. There has been a very large buyer sitting below the price and the MMs have been bidding in size for stock to fill them for weeks now... |
Wondering if we are indeed going to get news/update before month end, and those with finger on pulse (or in the know) are positioning accordingly. |
Suspect we've been witnessing quite a tree shake in recent days.
Chart wise was this an inverted head and shoulders we've just seen? |
Someone looking to buy 3%. There is 3.1m on the bid at 7.8. WOW |
How 4 hours can age a post ;O) |
9.145p to buy at the moment, just sold two lots from trading account and bought back into an ISA. I now hold just under 3% and have the majority in the right places, just waiting on some news now.... |
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