Ip Share Discussion Threads

[bamboo2] 25/7/2021 11:31

Recording of recent webinar now on Youtube.

Excluding ONT, £71m added to NAV so far in 2021 from Life Sciences.
Slide at 24m15s shows four Milestone payments anticipated later in 2021, with a further two in 2022

Discusses Istesso, IPGroup's second largest investment by value.
Main drug is for bone repair in Rheumatoid Arthritis [MBS 2320]
New studies being considered for Colitis

Also Pulmocide. Offers a transformational drug [PC 945 antifungal] that cures otherwise fatal Aspergillus infections. Starting phase three trial soon. Results in 2023, but looking at the slides, method of action suggests that four to eight weeks after treatment commences, an astonishing beneficial effect is observed, so initial findings could be known sooner.

Jackie Fok discusses developments in Endometriosis that could lead to the formation of a new Edinburgh based spinout co in 9-12 months.

Dispatches from the War on Disease: Health returns

[bamboo2] 22/7/2021 16:43

FOR RELEASE ON 22 July 2021

IP Group - Notice of results

IP Group plc (LSE: IPO) ("IP Group" or "the Company" or "the Group"), the developer of intellectual property-based businesses, announces that it intends to publish its half-yearly financial results for the six months to 30 June 2021 on Thursday 05 August 2021.

The results will be available via the London Stock Exchange's Regulatory News Service (RNS) and on the Investor

Relations section of the company's website at www.ipgroupplc.com .
Key members of IP Group plc's leadership team will host a webinar to discuss the results and address questions from qualified analysts and investors at 10:00 am London time on August 5(th) . For more details or to register as a participant please visit .

[cordwainer] 21/7/2021 17:34

Indeed, average analyst target is around 150p for now.

[bamboo2] 21/7/2021 16:27

cordwainer, given that Gordon Sanghera has ONT doubling in value this year, the past six months could add another approx 15p to the nav.

= nav at approx 148.7

We'll have an update in a few weeks.

[cordwainer] 21/7/2021 09:12

Just added at 111.5p.
Indiscriminately impacted by recent market volatility imho.
Confirmed NAV/ps 31 Dec 2020 = 125.3p.
Confirmed fair value increases since then of £89 million = approx +8.4p share.
Oxford Nanopore IPO in the pipeline.
Commercial launch of CAH treatment by Diurnal expected this autumn.

Reasonable value on at least 17% discount to confirmed NAV/ps with proven portfolio management capabilities.

Biotech and pharma heavy compared to certain other VC stocks like GROW, FIPP, CHRY etc, so whilst IPO might not deserve a similar premium, it appears good value at this morning's price.

[p1nkfish] 16/7/2021 19:26

Portfolios hardly overlap, hence hold both. Its splitting hairs.

[eeza] 16/7/2021 18:46

As in ONT !!

[bamboo2] 16/7/2021 18:07

p1nk, I don't think wba means to come across as preaching.
Intonation is easily lost in text, and you'll read far worse elsewhere on advfn.

I think it's useful to see how GROW and IPO differ in their approach to valuation. Ieso seems smallish fry at the moment, so not a problem when viewing the potential elsewhere in the portfolio.

[wba1] 16/7/2021 18:05

p1nkfish;
sorry if you are offended by the truth, but your post read like one of those rampers on the minor oil shares. I am sure that was not the intent but no one wants to deter the posting of facts about the IP portfolio - good or bad.

[p1nkfish] 16/7/2021 15:29

hold both, whats the problem?

[p1nkfish] 16/7/2021 15:29

Current price action across various segments of the UK market is a concern.
Something being signalled by money flow.
Hope its just summer doldrums.

[p1nkfish] 16/7/2021 15:27

wba1, take your dog collar off or find someone else to preach to.

[wba1] 16/7/2021 15:12

p1nkfish; you seem to have an odd mindset for an investor. Most of us want the complete picture rather than just the news and information which supports our hopes. You really need to separate admiration for online mental health from current business metrics. As an unquoted company valuation is not a precise science, but the scale of this difference in view can only mean one of three things;

* either IP or Draper have made a big error.
* there was a substantial drop in Ieso value in Jan-March 2021 after the IP valuation
* either IP or Draper have chosen to deliberately value Ieso incorrectly for other reasons.

I know not which of these explanations is correct, but as a holder of IP I would like to know as it may have wider implications in assessing either IP or Draper.

[p1nkfish] 16/7/2021 14:48

Online mental health support will be a big business one day.

Anything completely secure and private that helps people ge to a better place gets my vote anyway. Screw the write down, that kind of stuff needs help to get off the ground.

[wba1] 16/7/2021 14:04

As investors we should note bad news as well as good. I was looking at the recent report from Draper Esprit VCT who are our main co-investor in Ieso. They wrote down the value of their investment by 50% at March 2021 compared to March 2020 and commented;

"On the downside, IESO Digital Health Limited, the UK’s largest provider of online mental healthcare, has decreased in value £950,000. The business has however stabilised and is now focussed on NHS business."

IP Group wrote down the Ieso value by about half that % at December (after adjusting for investment in 2020), so it seems possible that a further circa £5m writedown could be made. On the other hand Ieso recently reported the grant of a US patent on their core software (hxxps://www.iesohealth.com/en-gb/news/ieso-digital-health-granted-u-s-patent-for-use-of-ai-and-tech-to-improve-mental-health-provision).

[wba1] 15/7/2021 21:46

Featurespace has also made an interesting move with 2 key patent filings detailed at

I am beginning to think Featurespace could be the next big thing in IP Group given its product and blue chip clients.

[wba1] 15/7/2021 21:39

Interesting to see today's publication of The Diary of Boris Johnson (age 57 and a bit) listing his meetings for January to March. On 29 January he met with Oxford Nanopore and 6 other companies to discuss supporting innovation and growth in life sciences. Subsequently ON announced they would list in London and were awarded further contracts. Any connection? As Sir Humphrey would say, you may think so but I could not possibly comment.

Always interesting to see how things work. This time it may work in our favour (assuming ON extracted a big enough price). But at least ON seem to have been playing the game of Trumpian favours and politics which seems to have driven financial decisions around Covid. Hope they got him on the record with witnesses.

[bamboo2] 14/7/2021 20:40

WEEKS. NOT HOURS.

Bramble Energy’s SD01 is a clean & powerful source of energy.
Silent & portable it offers the perfect solution for long-term operations. Our system works with all Industrial Grade Hydrogen & has NO greenhouse gas emissions or particulates at point of use.

[bamboo2] 14/7/2021 20:32

IPGroup hold 31.1% of Bramble Energy

Interview with Bramble Energy ceo...



...Our business’s real inflection was the summer of 2020 when we closed our Round A and, bucking trends, scaled from 3 employees to our current team of 25. We set up a state-of-the art facility in the Gatwick area and have since doubled our space. This was when we truly spun-out of the universities and started on our journey to change the world. Bramble Energy has now achieved exponential growth and is in the position to scale up to its largest competitors.

What can we hope to see from Bramble Energy in the future?
We plan to continue the rapid growth in our team and demonstrate our high powered technology in multiple application segments in the near future. Within 12 months we aim to launch 5 discrete products in our SD portable power range. With all of this in the pipeline, we will also be heading into a new funding round in the coming months, so watch this space. The target is for Bramble Energy to become the go-to name in affordable, scalable fuel cell solutions...

[bamboo2] 14/7/2021 20:13

IPGoup hold 25.8% of IUG

14 Jul 2021

Intelligent Ultrasound Group plc (AIM: IUG), the ultrasound artificial intelligence (AI) software and simulation company, announces that Group revenue for the period to 30 June 2021 is expected to be £3.6m (H1 2020: £2.5m). The expected increase of over 40% is mainly due to a strong recovery by the Group’s simulation division, as well as a small contribution from the Group’s clinical AI division.

Simulation sales from the Group’s direct sales team, which together cover the UK and USA, are expected to have grown by nearly 50% to £2.8m (2020: £1.9m), helped by strong sales from the Group’s ScanTrainer and BodyWorks simulators, which incorporate the free of charge Covid-19 lung training module that was developed in response to the pandemic in early 2020. Sales in the Rest of the World, that are made through the Group’s reseller network, are expected to have grown by over 30% to £0.8m (H1 2020: £0.6m).

The Group’s clinical AI division is in the early stages of commercialising its first AI products – the ScanNav Anatomy Peripheral Nerve Block system, that received CE approval in March and was launched for sale in the UK in April, and the ScanNav Assist software that is integrated into GE Healthcare’s SonoLyst software on its Voluson SWIFT ultrasound machines. The division expects to recognise nominal revenue of £0.1m from its AI product range, with AI revenue expected to accelerate once the longer than anticipated Covid restrictions relax and face-to-face medical exhibitions and congresses re-start later in the year.

Although the planned increases in R&D, office and warehouse expansion, and higher group insurance costs were mostly offset by an increase in gross profit, the operating loss for the period is expected to increase to approximately £2.3m (2020: loss of £2.0m).

Cash at bank at 30 June 2021 is expected to be approximately £6.0m (31 December 2020: £8.8m). The expected £2.8m reduction in cash includes an increase in working capital of £1.0m since 31 December 2020.

Stuart Gall, CEO of Intelligent Ultrasound Group plc, commented: “This has been an excellent start to the year, with a strong simulation division sales performance, a small early-stage revenue contribution from our first AI products, and encouraging product development in both simulation and AI. We are, however, conscious that the pandemic is still restricting medical exhibitions, hospital access and budgets and that our new AI products are launching into new markets that need both time to accept the product and time to roll out and build to significant revenue.

“2021 is therefore expected to be a year where we will continue to invest heavily in R&D, but also focus on generating the compelling key opinion leader study data that will enable the acceptance and subsequent sales potential of AI in ultrasound to be realised from 2022 onwards. We remain confident that we can continue to build a successful ‘Classroom to Clinic’ ultrasound business in this exciting sector of the market.”

[bamboo2] 13/7/2021 21:10

Price closed above 50sma for the first time since 7 May 2021

[bamboo2] 13/7/2021 20:44

MOBILion Systems Inc. - MOBILion Systems Inc. Announces $60 Million Series C Financing Round Led by D1
13 Jul 2021

MOBILion Systems Inc., a pioneer in fast, efficient, highresolution instrumentation for biomarker discovery, diagnostics and biotherapeutic drug characterization, today announced the close of a $60 million Series C financing round. The round was led by D1 Capital Partners with the remaining funds contributed by existing investors aMoon, Agilent Technologies (NYSE:A), IP Group, Hostplus and Cultivation Capital.

The funding comes on the heels of the recent launch of MOBILion's first commercial HighResolution Ion Mobility (HRIM) product, MOBIE®, which, as demonstrated in recent peer reviewed publications, addresses characterization challenges faced during biopharmaceutical drug development and quality monitoring. MOBIE® provides faster, easier and more complete analysis of multiple critical quality assays to accelerate biotherapeutic drug development and significantly enhance protein characterization capabilities that affect product quality, safety and efficacy. Proceeds will be used to scale the commercialization of MOBIE® to deliver improved biologic therapeutic characterization to the broader biopharma industry and advance product development for expansion into bioprocessing and multiomic biomarker discovery markets.

"We believe MOBILion is uniquely positioned to deliver rich biological insights to the biopharma industry," said Alex Wagner, Analyst at D1 Capital Partners. "We are impressed by the team's vision for the broad application of its platform technology and look forward to supporting the company as it continues to develop and commercialize novel ion mobility products."

"We are thrilled to add the support of D1 Capital Partners to expand our commercial reach and accelerate activities to bring MOBIE® and High-Resolution Ion Mobility Mass Spectrometry based workflows into emerging markets such as cell and gene therapy and discovery-omics," says CEO Dr. Melissa Sherman. "We are excited by the validation of MOBIE's capabilities to streamline protein characterization workflows. However, we are only scratching the surface of opportunity as we are commercializing a platform technology that provides unprecedented simplicity, speed and resolution to separate and identify even the most challenging clinically significant molecules that other instruments fail to detect. Working with a premier investor like D1 positions us well to drive continued progress in biopharma and advance growth initiatives to provide deeper insights with the reliability, speed and efficiency our customers seek." About MOBILion Systems, Inc.

MOBILion Systems Inc. is delivering unprecedented high-resolution, high-throughput analysis for the pharmaceutical industry and clinical researchers to enable earlier disease detection, improve diagnostic accuracy and to accelerate drug development with deeper, faster characterization of more complex biologic therapeutics. MOBILion is advancing separation science with the commercialization of High-Resolution Ion Mobility Mass Spectrometry (HRIMMS) products based on the SLIM (Structures for Lossless Ion Manipulation) platform technology, revealing what others leave unseen to better predict, diagnose and treat disease. MOBILion's products provide greater instrument uptime, simplicity for broader use, and achieve currently difficult or impossible separations, streamlining characterization workflows with the speed, depth and efficiency our customers require to bring safer, more efficacious drugs to market faster and to make novel biomarker discoveries to diagnose diseases earlier. The company is headquartered in Chadds Ford, Pennsylvania within the Philadelphia biopharmaceutical and medical innovation corridor.

[bamboo2] 09/7/2021 09:40

Oxbotica.

Project Endeavour: Self-driving ride around Oxford in VR



We want as many people as possible to experience what it’s like to take a ride in a self-driving vehicle. So we’ve developed a VR experience, allowing anyone from anywhere in the UK to do just this. Our short video introduces some of the technologies that make self-driving cars work and takes you on a journey around the streets of Oxford.

The only thing we ask in return is you complete our survey and tell us what you thought of the ride. By taking part you will support the development of safe and user-friendly autonomous vehicles and services.

hxxps://www.research.net/r/EndeavourTrialSurvey

If you don’t have a VR headset at home, we have you covered. Just visit our website, fill in your details and we’ll send one to you (UK residents only)

[bamboo2] 08/7/2021 17:47

Indeed, a poor call from moi.
Yes Benchmark, trades could have been a roll-over.

Added some trading shares this afternoon while at work.