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Share Name Share Symbol Market Type Share ISIN Share Description
Ip Group Plc LSE:IPO London Ordinary Share GB00B128J450 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 0.86% 117.80 117.80 118.40 118.60 115.00 115.00 972,226 16:35:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 186.1 17.5 6.7 1,251

Ip Share Discussion Threads

Showing 2476 to 2500 of 2600 messages
Chat Pages: 104  103  102  101  100  99  98  97  96  95  94  93  Older
DateSubjectAuthorDiscuss
28/5/2021
10:57
p1nkfish; thanks. I had missed the news release.
wba1
28/5/2021
10:57
delete - duplicate
wba1
28/5/2021
10:43
Without too much analysis, i see the gains here short/medium term coming from the nano float, plus the odd bit of decent news on some of their current investments. The odd 100m increase every now and again in nav due to various developments in their portfolio companies. They have so many, i expect there'll be more or less weekly news, But the big driver is the nano float and the publicity and cash that will generate, with a cash return being hinted at (unless i imagined it). They have plenty of the stuff to distribute, far in excess of their investment requirements.
pierre oreilly
28/5/2021
10:29
News release of joint fund in past hour. Looks useful for access to China.
p1nkfish
28/5/2021
10:26
p1nkfish; sorry if this is a stupid question, but how does China Everbright relate to IP Group?
wba1
28/5/2021
10:13
China Everbright news looks very useful and may explain the cash position as it could help.
p1nkfish
28/5/2021
07:55
Reading the case studies, Pulmocide have cured those very ill patients where the standard treatment had failed, and they likely faced a terminal outcome without it. Quite a few of the newer Immunotherapy treatments for cancer have followed the same path, proving themselves in practice, before there is even time to fully complete a third stage trial. The trials still complete, as the data is required for regulatory and other purposes, but that doesn't mean those in desperate need have to go without. Really great news for patients, and hopefully investors.
bamboo2
27/5/2021
17:39
Https://www.fiercebiotech.com/biotech/pulmocide-fills-lungs-92m-series-c-to-fund-phase-iii-registration-program-ahead-potential Pulmocide, targeting serious acute and chronic respiratory diseases, today breathed in an oversubscribed $92 series C as an IPO looks to be on the cards. Jeito Capital led the round with help from new investors Adjuvant Capital and Asahi Kasei Pharma alongside existing backers SV Health Investors, Johnson & Johnson Innovation and others. The London-based company previously raised a $30 million series B in March 2017. Pulmocide will use the funds to bring its lead asset PC945 through a global phase 3 registration program that is slated to begin patient recruitment later this year. In the test, PC945, a triazole antifungal that works as an inhaled therapy, will target patients with invasive pulmonary aspergillosis who have failed prior therapy. In a case study published in the Journal of Heart and Lung Transplantation in September, PC945 was found to show “very remarkable responses” when added to the treatment regimen of patients with various clinical profiles who had failed all other treatment options, said Daniel Burgess, CEO and chairman, in an interview. The case study was part of a compassionate use designation program in the U.K. “Based on the responses we saw there, we ended up deciding to really push forward, full steam ahead on trying to get that product to market,” Burgess told Fierce Biotech. Regulators were supportive of moving toward a registration program, and that was used as “a basis to go out and essentially raise the money,” he added. Pulmocide had “some initial conversations” with special purpose acquisition companies (SPACs) but ended up focusing on pulling together a traditional venture capital syndicate, Burgess said. “We would certainly consider something like a SPAC or an IPO as we go forward as we start approaching commercialization, for sure,” Burgess said, declining to disclose specific timing for a potential public entry. There’s room for a potential IPO crossover round in the meantime, Burgess said, as commercialization will require more cash. “The promise of the product is really high, so that’s really for us very important,” added Sabine Dandiguian, Jeito managing partner. As part of the transaction, she joins Pulmocide’s board with Adjuvant’s Kabeer Aziz. Pulmocide is still finalizing the trial designs for the phase 3 program, with updates expected in the coming months. Expect a modest-sized program with an initial indication likely to be an orphan, the CEO said. “We do think this is a market that we potentially can service ourselves in both the US and Europe, and we'll probably be looking for collaboration [distribution] partners outside of those regions.” Pulmocide has been developing the lead asset in the U.K. to date, but the company will be applying for a variety of regulatory designations in the U.S. in short order, including getting an IND filed. “I think other companies that are looking at invasive Aspergillosis are looking at it from a systemic approach and looking primarily to replace existing drugs. We’re hoping we can dramatically improve the response rate by adding on top [of existing drugs],” Burgess said. “As we move out into some other indications, we may be able to look at it more as a monotherapy.” “We are also enthusiastic about the ambition and potential beyond the first indication,” added Dandiguian. Existing treatments include voriconazole, posaconazole, isavuconazole, itraconazole, caspofungin and micafungin, according to the CDC. Voriconazole, known more commonly as Pfizer’s Vfend, brought in (PDF) $80 million in worldwide sales in the first quarter of this year for the Big Pharma. Vfend generated (PDF) $270 million in global revenue for full-year 2020 compared to $346 million the year prior.
bamboo2
27/5/2021
14:28
wba1, thanks for doing the sums. I guess this will add a small amount to NAV, making my running total forecast for end of May 139.5-140.5 There will be an update week after next which should give a new valuation and cash position. p1nk, yesterday price closed above upper down-trend line, confirming [but only just!] a trend change. Historical resistance and 50sma at approx 125. Macd crossover imminent, price moving up, away from oversold condition.
bamboo2
27/5/2021
10:17
I assume there will be an uplift in the valuation of the Pulmicide stake given the numbers they have supplied. IP did have a 17.6% stake which now reduces to 14.4% based on them investing £7.1m, when a full share equal to their original 17.6% stake would be £11.4m. So a reduction of £4.3m takes their stake down to 14.4%, a reduction of 3.2%. This implies a valuation of the company based on the C round of well in excess of £100m and a similar effect on the IP stake valuation.
wba1
27/5/2021
08:18
Next few weeks likely interesting - up/down/side?
p1nkfish
27/5/2021
07:20
FOR RELEASE ON 27 May 2021 IP Group plc - Portfolio company Pulmocide completes $92m (GBP65m*) Series C financing round IP Group plc (LSE: IPO) ("IP Group" or "the Group"), the developer of intellectual property-based businesses, notes that portfolio company Pulmocide Ltd ("Pulmocide" or "the Company"), a late-stage biopharmaceutical company developing novel inhaled therapies for patients suffering from serious acute and chronic respiratory diseases, has completed a $92 million (GBP65m*) Series C financing round. The round, which was oversubscribed, was led by Jeito Capital with IP Group committing $10.0 million (GBP7.1 million*) which will be tranched and subject to the achievement of certain milestones . Following completion and the investment of the first tranche of GBP2.2 million, IP Group will have a 14.4% undiluted beneficial stake in Pulmocide, which will be valued at GBP8.0 million . Proceeds from the financing will primarily be used to advance the Company's lead asset PC945 through a global Phase III registration program in patients with invasive pulmonary aspergillosis (IPA) who have failed prior therapy. PC945 is a potent, novel triazole antifungal that has been specifically designed for use as an inhaled therapy. Its pharmaceutical properties allow it to accumulate when nebulized in lung airway epithelial cells and macrophages, effectively delivering large, sustained doses to the site of infection in the lung while minimizing systemic drug levels. Dr Sam Williams, Managing Partner, IP Group Life Sciences, said: "Pulmocide has shown great progress over the last 12 months in moving PC945 towards Phase 3 clinical studies. PC945 has already shown profound positive impact on the lives of patients suffering with severe, refractive fungal lung infection and is one of the key late-stage assets in the IP Group Life Sciences portfolio. We are therefore delighted to be making a significant contribution to this Series C financing round." Under a compassionate use designation across several clinical centers in the United Kingdom, PC945 was found to be well tolerated and demonstrated remarkable clinical responses. In this program patients with a variety of different clinical profiles that had failed all other treatment options responded well when PC945 was added to their treatment regimen. Case study examples of these responses were recently published in the Journal of Heart and Lung Transplantation ( Https://www.jhltonline.org/article/S1053-2498(20)31762-9/fulltext ). The PC945 registration program is expected to begin recruiting patients later this year. Other new investors participating in the round were Adjuvant Capital and Asahi Kasei Pharma alongside existing investors SV Health Investors, SR One, F-Prime Capital, Johnson & Johnson Innovation - JJDC, Inc., and Longwood Fund.
bamboo2
27/5/2021
07:19
IP Group plc - Update on arrangements for Annual General Meeting IP Group plc (LSE: IPO) ("IP Group" or "the Company" or "the Group"), the developer of intellectual property-based businesses, confirms the details for its virtual shareholder event on 09 June 2021, which will follow immediately after its closed 2021 Annual General Meeting ("AGM"). As noted in the Notice of AGM published on 06 May 2021 and to ensure that shareholders continue to have the opportunity to engage with and ask questions of the Board, the Group is holding a virtual shareholder event at 10.15am on Thursday 09 June. The arrangements for the virtual shareholder event are as follows: - The event will be led by Sir Douglas Flint, Chairman of IP Group, and Alan Aubrey, CEO. - The event will cover pre-submitted questions and there will also be an opportunity to pose written questions during the event. - Shareholders who wish to pre-submit questions should do so by email ideally at least 48 hours prior to the event to cosec@ipgroupplc.com. - Shareholders who wish to attend should register via the following link: Https://www.ipgroupplc.com/investor-relations/shareholder-information/agm. - After registering, shareholders will receive confirmation containing information about joining the webinar. Due to continuing restrictions related to the COVID-19 pandemic, this year's AGM, which is taking place at 10.00am on 09 June 2021, will follow the same format as 2020 and be held as closed meeting, with the minimum quorum of two employee shareholders present to conduct the business of the meeting. No other shareholders will be permitted to physically attend the meeting. T he results of the voting on the proposed resolutions will be announced in the normal way as soon as practicable after the conclusion of the AGM.
bamboo2
26/5/2021
14:33
smose, thanks. We seem to have some volume again today. Wonder if the seller is finished?
bamboo2
26/5/2021
11:02
I can confirm that it is not possible to apply for scrip shares via Hargreaves Lansdown.
smose
26/5/2021
09:49
Re, Wetpantz25 May '21 - 13:19 - 1183 Asked hargreaves lansdown about the scrip. Said they can't do it for pooled nominee accounts (which would apply to most cheap brokerage accounts). Need an individual CREST account. ==================== Thanks for the post. I looked on Halifax sd corporate announcements tab and found no dividend option, so I phoned. During the call I established that Halifax have the same view as HL. ie Nominees can only have cash. I will raise this with the co, also the idea that scrip shares could be supplied from buy-backs, rather than newly issued, to the dilution of all.
bamboo2
25/5/2021
19:23
Stock market levels always ebb and flow. FTSE All Share P/E at 22 which is on the high side, imo.
eeza
25/5/2021
19:00
Strange market vibes. Something subtle but deep is changing. Caution called for. Gold futures close to trend change (monthly) level. If the moves continue it could roll-over into a more obvious risk-off period and discount to NAV will make no difference, price weakness will ensue anyway. I think that is what the end of the day sessions have been indicating as US wakes up. Hope I am wrong. Dyor etc.
p1nkfish
25/5/2021
14:43
So someone is selling down.
p1nkfish
25/5/2021
14:36
There usually is, in the afternoon.
eeza
25/5/2021
14:32
Some decent $ value of stock available sub 118p. There is supply there.
p1nkfish
25/5/2021
13:39
We can explain anything and pattern match to make sense of it but fact is we don't know.
p1nkfish
25/5/2021
13:28
Exactly. It's Bent.
eeza
25/5/2021
13:27
I agree that there does seem to be a consistent price drop towards the end of the trading day, not able to check the corresponding trading volume but I suspect it's low. My suspicion is that there is collusion between MMs and client(s) trying to build a stake at a lower price at the expense of PIs who lose their nerve.
wetpantz
25/5/2021
13:19
Asked hargreaves lansdown about the scrip. Said they can't do it for pooled nominee accounts (which would apply to most cheap brokerage accounts). Need an individual CREST account.
wetpantz
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