Ip Share Discussion Threads

[pierre oreilly] 10/5/2020 23:45

Dex, well if you can actually read you'd see that it isn't a random statement. If your aim is to be critical, negative, un-constructive and offer no worthwhile views as to the value of nano, or indeed anything constructive at all, then yes, you are doing just great.

“Any fool can criticize, condemn and complain and most fools do.”
– Benjamin Franklin

[bamboo2] 10/5/2020 21:39

To get a base valuation of Oxford Nano, One could take the value of all the quoted companies and cash off the market cap of ipo. This would value all the other co's at zero, which I presume is fair.

[pierre oreilly] 10/5/2020 00:23

It's my view, that's why i put imv. We have to estimate purely because it's not (yet) a quoted company.

You'll get a real price when it's floated, which i hope is soon - ipo has told us it's working on a float for it, and that seems opportune to me. The price on ipo's books is 100% meaningless in today's market. Think in terms of valuations of tech companies during the tech boom - we have the equivalent of that today in small pharma related stocks.

[tel5] 07/5/2020 15:50

as long as they dont sell the stake

[rambutan2] 04/5/2020 22:06

Re Oxford Nano:

Long Read DNA Sequencing Could Predict How Patients Will Respond to Targeted Therapies

Oncologists routinely use next-generation DNA sequencing (NGS) to examine mutations deeply embedded in patient tumors and match patients to targeted therapies. The FDA recently approved alpelisib, for example, to treat breast cancer patients whose tumors harbor a mutation in PIK3CA—a commonly mutated gene. Recently, and as expected, Memorial Sloan Kettering (MSK) researchers discovered that patients with multiple mutations in the PIK3CA gene had a deeper and longer response to alpelisib than those with only one PIK3CA mutation. Patients with a higher tumor mutational burden (TMB) generally respond better to checkpoint inhibitors.

The researchers then used a higher-resolution technique, long-read DNA sequencing, to gain more insight into the tumors with multiple PIK3CA mutations. Although they operate similarly, long read platforms can detect specific genomic phenomena that short read platforms cannot. As shown below, long reads can distinguish between mutations on paternal and maternal copies of the PIK3CA gene—called phasing. Short reads blend the two, sometimes resulting in a loss of analytical clarity.

After in vivo and in vitro experimentation, MSK researchers concluded that patients with double PIK3CA mutations on the same chromosome (cis) respond better to alpelisib than do those with single mutants or trans double mutants. In other words, diagnostics based on long read sequencing discerned which patients were suited best to targeted therapies. ARK believes that, over time, similar studies will accelerate the clinical adoption of long read sequencing in diagnostic testing.(Courtesy of )



"Two technologies currently dominate the long-read sequencing space: Pacific Biosciences’ (PacBio) single-molecule real-time (SMRT) sequencing and Oxford Nanopore Technologies’ (ONT) nanopore sequencing..."

[bamboo2] 29/4/2020 20:59

Invesco continue to liquidate their position, now down to below 15%

158,434,877 or 14.91%

Seems a little strange that there is nothing in the way of a matching rns suggesting a new, or an increase in holdings.

Will amend post no.2

[tonsil] 28/4/2020 15:10

Invinity was formed by a merger of RedT and Avalon.

[bamboo2] 28/4/2020 12:58

Hi Brucie, I don't know much about this area. Afaik, rather than re-invent the tech, RFC are trying to make it much more cost effective.

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"RFC Power’s patented hydrogen-manganese system combines optimised cell architecture with low-cost chemistry. The system has a high single cell voltage, high power density, high round trip efficiency, extremely long cycle-life and crucially capital costs which are a fraction of competing flow battery systems as the electrolyte is based on inexpensive, non-toxic abundant materials."
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My guess is that given the changes to management style at IP Group, it is unlikely we will see them manufacturing a battery, but more likely licensing out to other makers.

[brucie5] 28/4/2020 12:28

In that case they really need to talk to Invinity… who appear to be the market leaders, and force behind the Oxford Superhub.

I don't know who the competitors were in the this case. Avalon?
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"RFC Power was founded in 2017 and is still at an early stage. Nevertheless, our patents have already been quite useful in defending our technology against potential competitors. A US-based team filed a US patent application which clearly overlapped one of our earlier filings. Our patent had already been granted in the US and we were able to have most of their claims rejected. This IP protection allowed us to prevent a well-funded US competitor from beating us to the market."

[bamboo2] 28/4/2020 12:26

RFC is run by the same team as CWR

[bamboo2] 28/4/2020 12:25

Blog: RFC Power - Keeping ahead of the competition with IP
28 Apr 2020

As part of our World IP Day blog series, we look at the role intellectual property plays in innovation.

by Tim von Werne, CEO RFC Power
RFC Power’s mission is to develop the world’s lowest cost flow battery. Redox flow batteries are a form of rechargeable battery ideally suited for long duration, stationary energy storage applications. This class of batteries has a long life-cycle, high power density, and high efficiency; however, their widespread adoption has been hampered by their high up-front cost resulting from the use of vanadium.

At RFC Power (RFC), we are developing a solution which retains all the positives of existing flow batteries while offering significant cost advantages, not just over vanadium flow batteries, but also over lithium ion batteries for long duration storage applications.

What is the IP?
Our technology is underpinned by eight years of work by Professors Nigel Brandon, Dean of Engineering and Anthony Kucernak, Professor of Physical Chemistry and their teams at Imperial College London. The core innovation is a hydrogen-manganese chemistry system which combines optimised cell architecture with low-cost chemistry, protected by a series of international patents. The patents were filed by the university’s technology transfer provider and licensed exclusively to RFC Power. In addition, we have also developed significant confidential know-how on the operation of our systems, which is treated as a Trade Secret.

Using RFC’s patents
RFC Power was founded in 2017 and is still at an early stage. Nevertheless, our patents have already been quite useful in defending our technology against potential competitors. A US-based team filed a US patent application which clearly overlapped one of our earlier filings. Our patent had already been granted in the US and we were able to have most of their claims rejected. This IP protection allowed us to prevent a well-funded US competitor from beating us to the market.

The role of flow battery storage and the energy transition
The role of energy storage is vital as the use of variable renewables such as wind and solar grows.
In a 100% renewable energy system, long duration energy storage is needed to smooth the peaks and troughs in energy supply and demand. Low-cost flow batteries can charge using variable renewables and convert that to a reliable, despatchable power supply which can be called upon to meet demand requirements.
This type of energy storage will make a significant contribution to enabling the transition to a low-carbon or no-carbon energy system and RFC Power can play a significant role. In the coming years, we aim to attract collaborators, customers, and investors, who will be looking to our development work, including our patent portfolio, when deciding on whether to work with us and help bring our technology to the world.

[dexdringle] 25/4/2020 12:04

I thought Blue Horseshoe loved Anacott Steel ?

[reels] 24/4/2020 20:37

Hmm. I think blue horseshoe loves this. IMHO

[brucie5] 24/4/2020 09:20

Agreed... trust in management fundamental. But still this is at a discount to assets, and the technology that it holds will, imo, be among first out the blocks as we emerge post-covid, and capital seeks out productive and innovative assets.
I should say, I do not currently hold atm, though have held AVCT off the back of research here, for some weeks now - in fact from 24/25p. No complaints there.

[dexdringle] 24/4/2020 08:55

.....with IP Group still taking the opportunity here and there to liquidate its Nanopore holdings gradually - presumably to create cash to keep on paying the questionably high IP Group management salaries.....

I have a horrible feeling that this whole business might be a cash cow for everyone other than the shareholders with investment gains being made not exceeding the ongoing costs incurred.

The fact that Woodford was involved here was (and continues to be) a very big red flag......

[brucie5] 23/4/2020 21:14

Oxford Nanopore is the Jewel in the Crown.16.7% according to this:
hxxps://www.ipgroupplc.com/our-portfolio/portfolio/oxford-nanopore-technologies-ltd.

[tel5] 23/4/2020 19:36

I thought they owned 18.2 % and still do , Oxford currently private but a year ago stated that they would be looking for a listing in a years time ie now.

[brucie5] 22/4/2020 10:57

slicethepie
22 Apr '20 - 07:49 - 144 of 144
0 0 0
Looking even more embarrassing today! They are a bunch of clowns who don’t understand investment
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This is an oil tanker, and is taking time to turn. It has huge potential, despite its management, who are probably top heavy with boffins rather than business heads. My issue is not with the value or the potential, but with the best place/time to buy. I may be overthinking it, because the 2008/9 low was around 30p, and the current value to IPO represented by its two major holdings, CWR and OxNano, bears no comparison. Presumably, its other top ten investee companies are also further on, though it's almost impossible to assess. AVCT would have been a case in point, though it's baffling to me that they sold out there, just when the investment case was becoming visible and exciting.

Further out, as the world economy and UK plc searches out new pathways for growth, it will be in the technologies of the future with strong ESG profiles, such as those represented by IPO, I have no doubt. So I see this as a secular opportunity to accumulate at the right prices.

[slicethepie] 22/4/2020 07:49

Looking even more embarrassing today! They are a bunch of clowns who don't understand investment.

[brucie5] 21/4/2020 22:28

That's as may be...

[bamboo2] 21/4/2020 15:26

Started buying back in at 53.1
Potential turn on the chart today.