Ip Share Discussion Threads

[p1nkfish] 07/9/2020 13:05

Biggish spike then fall back?

[adobbing] 07/9/2020 12:14

Have I missed something?

2 price monitoring extensions, anyone know why?

[bamboo2] 07/9/2020 08:35

ST has three IP Group co's in their list of fastest growing private tech co's, the Tech 100

Oxford Nanopore [DNA analysis]
Featurespace Ltd [Fraud prevention]
Azuri Tech [Solar in Africa]

[brucie5] 04/9/2020 14:38

Nice acknowledgement.

[brucie5] 27/8/2020 11:36

Yes, the chart is set up beautifully for further gains.
And here's highly speculative prognostic:
Draw a line from the base top of 2006/7 and you see 130/140p; do the same for 2015, you get 230/240; I think the next high will continue the pattern, and someone with the charting skills (Bamboo?) could probably draw a pencil line through the top.
I would reckon about 350 over next three years, which would be at least a four bagger for those patient enough to see it through.
Woodford may have been wrong... in his timing and allocations. But he was no fool.

[bamboo2] 26/8/2020 23:17

Bristol start-up building gesture-tracking tech signs deal with Qualcomm
The Telegraph | Aug 26, 2020 at 7:00 AM

A Bristol technology start-up has signed a deal with American chip giant Qualcomm to integrate its hand tracking technology into Qualcomm’s newest chips.

Ultraleap has developed technology which creates floating buttons and sensations using ultrasound to simulate the feel of physical controls.

Ultraleap’s new Gemini hand-tracking system has been designed to operate with Qualcomm’s processors, and the company hopes that the partnership will lead to a flood of new customers.

[bamboo2] 25/8/2020 23:30

Aqdot (pronounced as “ay-queue-dot”) is a Cambridge (UK)-based supramolecular chemistry company with a focus and expertise in developing, licensing and selling novel proprietary products.

The Aqdot Solutions part of the business works in partnership with customers to understand their challenges and develop solutions utilising the unique AqBit technology in areas from air filtering in transportation to delivery of therapeutics for cancer.

In parallel the Aqdot Products part of the company has recently launched its own brands, which include AqStar™ M1 and Oderase. We work with partners on a distribution basis, or offer the opportunity to “white label” or develop a market specific formulation.

Discover our revolutionary new odour capture technology: AqFresh™ for scientifically proven malodour removal. It's so effective at capturing & removing malodours, it even works without any artificial masking fragrances.

[bamboo2] 24/8/2020 12:05

Nice bit of volume so far today with 4.5m buys at approx 74
[not me!]

==========================

We are still awaiting confirmation of the target at 100

[p1nkfish] 23/8/2020 11:14

Will run a little longer.

[p1nkfish] 23/8/2020 11:13

My gut suggests something will start to roll-over or even break lower after US Labour day. Only things holding up markets are the Presedential cycle and money pumping.

Stretched is not the word.

Excess liquidity sloshing around - look at lumber as example. Algos running up momo and retail joining in.

UK not badly priced but could become absolute bargain on sell-off, inc IPO.

[bamboo2] 23/8/2020 10:06

Prior Breakaway gap dated 3/8/2020 filled late last week.
Didn't expect that, obviously bought back too early. Luckily had only bought 2/3 of holding back, so added the rest last Friday.

Potential turn showed for 21/8/2020

50 sma 67.6 and rising
200sma 63.2 and rising
Historical support zone approx 65-70

[bamboo2] 22/8/2020 09:19

17 Aug 2020

ETD002 is a novel TMEM16A chloride channel potentiator

Therapy applicable to all cystic fibrosis patients, independent of genotype

Enterprise Therapeutics Ltd (Enterprise), a biopharmaceutical company dedicated to the discovery and development of novel therapies to improve the lives of patients suffering with respiratory disease, today announced it has successfully dosed the first subjects in a Phase 1 trial for its novel inhaled cystic fibrosis therapy, ETD002. The first-in-man safety study is being conducted in healthy participants with ETD002, a TMEM16A potentiator aimed at treating all people with cystic fibrosis (CF).
CF is estimated to affect 75,000 people globally. One of the main causes of difficulty in breathing and increased risk of infection in CF is mucus congestion in the lungs. Enterprise’s proprietary compound ETD002 targets the underlying mechanisms of mucus congestion, and is expected to restore lung function, reduce the frequency of lung infections and improve patient quality of life. CF is caused by loss of function mutations in the cystic fibrosis transmembrane conductance regulator (CFTR), an anion channel highly expressed by the airway epithelium. Increasing anion conductance via CFTR modulation is a clinically validated approach for treating CF, however it is not currently available or effective for all people with CF.

In pre-clinical models, Enterprise has demonstrated that ETD002 enhances the activity of TMEM16A, an alternative anion channel present in airway epithelial cells, and by doing so increases anion and fluid flow into the airways, thinning the mucus and increasing its clearance. As TMEM16A potentiation is independent of the mutational status of CFTR, this makes the approach applicable to all people with CF, and potentially patients with non-CF lung disease. Additionally, ETD002 is expected to deliver benefit as a monotherapy and in combination with other therapies, including CFTR repair.

Dr John Ford, CEO, Enterprise Therapeutics, said: “Considerable efforts to identify and develop this innovative compound have resulted in a TMEM16A potentiator that has the potential to significantly increase the quality of life for people living with CF, for many of whom existing therapies are not effective. We are excited to have begun the clinical stage of development for ETD002.”

Dr David Morris, CMO, Enterprise Therapeutics, said: “Although CFTR modulators have successfully demonstrated improved clinical outcomes in those genetically suited to these therapies, we are hopeful that TMEM16A potentiation via ETD002 will provide clinical benefit to the many people with CF who do not share these CFTR mutations. We look forward to generating our first data in human volunteers over the next few months and are grateful to the subjects and investigators who are helping us to advance this novel treatment for individuals with CF.”

This work is in part funded by a Therapeutics Development Award from the Cystic Fibrosis Foundation to Enterprise Therapeutics.

[bamboo2] 22/8/2020 09:02

From Questor. Anyone able to post the rest?

Aug 18, 2020 - The Daily Telegraph (London)

THE sale of a final stake in Ceres Power for seven times its cost price, continued positive developments at Oxford Nanopore (including adoption by the NHS of the LamPORE Covid-19 test) and record cash realisations from its portfolio of investments during the first half of the year all suggest that this column can keep the faith with IP Group.

[noiseboy] 18/8/2020 08:20

Tip from Questor in Telegraph today

[p1nkfish] 17/8/2020 16:57

No recording I know of, nothing too sensitive covered. A bit if a damp squib. Confirmed what we already know.

[pierre oreilly] 17/8/2020 15:45

Did the webinar happen? Is it available to view online do you know? tia

[p1nkfish] 15/8/2020 12:35

Yes bamboo, as per IPO webinar mention it has accelerated the move into diagnostics. Once machines are in place it will be an excellent base to roll new tests out to.

[bamboo2] 15/8/2020 11:34

p1nk, yes agree.

I just found this, an easier read than the article I posted recently.



"When co-infections are concerned, this assay should also identify the exact combination of pathogens present in the sample. Performance characteristics are currently being established, and regulatory clearance to market is underway, which is encouraging news in our fight against COVID-19 pandemic."

Once the hardware is installed in labs, clinics, GP surgeries, nursing homes etc around the world, I guess that we could be looking at using Lampore to ID many types of infection in the future.

[p1nkfish] 15/8/2020 09:48

Old businesses are being clobbered. Some will never be the same again, trending down.

The future belongs to new industries that have cash to call on. Multiple segments will rise and shine.

If you can wait IPO is a good place to do so. With cash and portfolio in new industries. None of "old world" stuff.

[bamboo2] 15/8/2020 09:05

Hi Bruce, a number of fundamentals have changed since the double top.

Cash is currently approx 30% of share price

We have lost WIM, but gained Railway Pension Investments Ltd as large holders, and in Invesco and Lansdowne we have two troubled significant holders, who may or may not be reducing their positions.

On the positive side many of the p/f co's are recently financed, with management happy to accept dilution and allow other partners to provide the lions share of the cash.

Parkwalk continues to excel and as you say ONT looks ready to take on the world.

IP Group might even make a profit this year!

[brucie5] 14/8/2020 10:46

Ok, here's my prognostic. Bear in mind, I hold at about 6% of my current folio.
We are now approaching the one year high, with initial target of 80p, which it needs to punch through, before the obvious next target of £1. Then the two year high of £1.30.

Open the chart out to the 5 year view, and you can see plainly that we are only now in the foothills of a massive potential reversal towards the the high £2 level. It made a double top of £2.60 back in 2015, and yes, with all there is to come, I would expect patient holders to see this again within next three/five years. But that's probably not enough for many, who see sharper, quicker gains in the Life Sciences/tech area.

Of course, it all depends on how the management play their hand, and ultimately convince investors that they have their interests at heart. But they have in OX Nanopore, an world beating story, to borrow a very tired phrase; and I dare say, a lot more to come from the others, as well as an extraordinary amount of cash firepower, to spend wisely.

Here's hoping.