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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
  0.80 0.7% 114.40 114.40 114.80 114.80 112.00 112.00 1,579,248 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 186.1 17.5 6.5 1,215

Ip Share Discussion Threads

Showing 2101 to 2123 of 2550 messages
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DateSubjectAuthorDiscuss
25/1/2021
16:33
Wet, You seem well informed about Genomics, is this from an investing pov, and/or do you have a background in Biology?
bamboo2
25/1/2021
16:07
P1nk, ONT has encouraged open source development of the data processing side (bioinformatics) which has helped lead to wider adoption and rapid advances in accuracy and applications. Also US courts have ruled that genes cannot be patented so commercializing genetic data may prove difficult. No worries though, revenue from flow cells will be enough to keep investors more than happy!
wetpantz
25/1/2021
14:18
Approx 55m traded since the start of 2021. Assuming Lansdowne are selling the lot, we could well see the back of them by end of January. Added a few more today. More reports on twitter of broadening the diagnostics market for ONT.
bamboo2
20/1/2021
17:45
Genomics plc. [12.7%] a16z interview with Dr Peter Donnelly 18/1/2021 Genetic testing is on the cusp of a major revolution, which has the potential to shift not just how we understand our risk for disease, but how we practice healthcare. In the clinic today, genetic testing is used only in cases where we know that mutations have big impact on physiology (BRCA mutations in breast cancer, for example). But our knowledge of how our genetics influences our risk for disease has evolved, and we now know that many (tens of thousands to even millions) small changes in our genes, each of which individually has a tiny effect, combine to influence our risk profile. This new appreciation — coupled with powerful statistical methods and massive datasets — has fueled the creation of a new tool to quantify the risk of a broad range of common diseases: the polygenic risk score. On this episode, host Lauren Richardson (@lr_bio) is joined by Dr. Peter Donnelly, (@genemodeller Professor of Statistical Science at the University of Oxford and co-founder and CEO of Genomics PLC), and Vineeta Agarwala, (@vintweeta physician-scientist and general partner at a16z), to discuss these scores and how they can reshape healthcare, away from a paradigm of treating illness and towards prevention and maintenance of health. Https://a16z.com/2021/01/18/polygenic-risk-scores/ Interview Prof Sir Peter Donnelly Tell us a bit about Genomics plc and how it came about? Over the last decade or so there has been a real revolution in the field of genetics. Many of us involved in those advances hoped these would have had an impact on healthcare, but it was not happening. We were not seeing the marked change in patient lives that we’d hoped for. So, in 2014 I teamed up with three other leading geneticists to form Genomics. Our idea was to bridge the gap between the scientific research and practical applications in healthcare. Our plan was to bring together the best and brightest minds in this area. We now have around 85 people located in Cambridge and Oxford here in the UK, and in Boston, USA. Genomics is the study of a person’s entire gene set or DNA (the genome), including the interactions of those genes with each other and with that person’s environment. Https://www.genomicsplc.com/news/professor-sir-peter-donnelly-founder-and-ceo-of-genomics-talks-to-hazel-mulhare-partner-at-erevena/
bamboo2
20/1/2021
09:41
scuba, thanks. No talk of ONT in the article. I am almost certain this would have been mentioned if it was part of the deal.
bamboo2
19/1/2021
17:48
scuba, Https://www.telegraph.co.uk/investing/shares/invesco-draws-line-woodford-legacy-sale/
bamboo2
19/1/2021
17:06
Have you got a link? Can locate on Google or on the site
scubadiverr
19/1/2021
14:45
Processing occurs in the cloud on some of these products. Does that data have value and over time does some of that value accrue to ONT? The data could be the most precious part of the business as the pool grows. A potential major competitive advantage.
p1nkfish
19/1/2021
14:40
Telegraph suggesting that Hambro Perks deal with Invesco has gone through today. The article is behind a paywall, anyone got access? Mainly interested to know if they have got Invesco's stake in ONT. I had hoped the IPGroup would bid for Invesco's ONT shares to increase the position size.
bamboo2
19/1/2021
14:20
Wet, I agree we're not really able to directly compare the three manufacturers. The US based companies use different tech and address different markets, and as you say ONT have a recurring income that to some extent the others lack. One major difference has been the error rate during ONT reads being comparatively high. This seems to have been sorted out over the past year with the new nanopore design, improved sample prep methods, and better error checking software. If this improvement continues we should start to see ONT equalling Illumina in the head to head studies. IPGroup did indicate ONT order value $125m [06/2020], we can add $150m from UK govt in Autumn so a minimum to 31/12/2020 is $275m. I Wonder how that will reflect on the valuation? We are due news on the ONT partnership in the US and Abu Dhabi.
bamboo2
19/1/2021
13:00
Bamboo, Illumina and Pacbio are the obvious comparator companies in trying to value ONT but there is a fundamental difference in their products and business models. ONT also manufacture and sell the consumable proprietary “flow cells” that are required to operate their sequencers. This means they have significant recurring revenue for every sequencer sold. The ONT sequencer is a relatively inexpensive and simple computing box, the flow cell is where the magic happens. It operates like a shaving razor and disposable blades sort of business model. Illumina and Pacbio sell much more expensive sequencers which contain very sophisticated optical sensors. They rely on increasing equipment sales to grow sales as the reagents needed for the sequencing are available from many other suppliers. The skills, training and start up costs to operate the Pacbio and Illumina sequencers are much higher and not really viable outside of established labs. I think that these companies are overvalued considering that their annual sales growth seems to have levelled off, with little prospect of recurring revenue. I’m looking forward to seeing if ONTs sales figure for 2020 will be disclosed in the IPO annual report, I anticipate a step change in sales growth given the news on usage from around the world and the new factory coming online.
wetpantz
17/1/2021
11:49
rovi, a few of the listed constituents are doing well now. We will probably need to wait until full year figs to see how the various stocks are valued and for this to impact the share price In the past this has been in early March, although could in theory be anytime after 31/12/2020. Looking at the trading days with raised volumes since early December, it is possible that Lansdowne's stock could be very nearly finished, it depends what figure you use for average daily churn. ===================== Sky News Https://news.sky.com/story/hambro-perks-swoops-for-tech-bargains-in-150m-invesco-deal-12189718 A leading early-stage investor has struck a £150m bargain to buy stakes in more than a dozen technology companies from one of Britain's biggest asset managers. Sky News understands that Hambro Perks will announce the purchase of principally biotech and energy company stakes from Invesco early next week. City sources said that the deal would take place at a "very substantial" discount to earlier valuations placed on the holdings by Invesco. Some of the positions were accumulated by Neil Woodford, the fallen star fund manager whose empire exploded in 2019, and managed by his successor, the now-departed Mark Barnett. The portfolio includes stakes in First Light Fusion, an Oxford University energy generation spin-out, and Gelesis, which develops therapies for treating gastrointestinal diseases. In total, Hambro Perks is acquiring 17 private holdings, which include assets in the digital media sector. The deal is being financed by its Special Opportunities Fund.
bamboo2
15/1/2021
12:50
This share (AGM) has shot up 53p to 74p in three days. and ipo has a holding so why are we going down? 14 Jan 2021 Approval represents a major milestone for the adoption and use of graphene in the EU Applied Graphene Materials (LSE:AGM), is delighted to announce that approval has been granted by ECHA, the European Chemical Agency, for a volume threshold of 1 to 10 tonnes of powder usage per annum of graphene products supplied by individual members of the Graphene REACH registration consortium, of which AGM is a founding member.
rovi70
14/1/2021
18:17
Bottomfisher, 18 months ago, forced sellers [WIM, Invesco, Lansdowne] held a total of 45-50% of IPGroup. There is less than 5% left now [Lansdowne] I have tried to keep a close eye on where the larger share trades are ending up and of the original total, 25% is missing. I guess the share is being acquired in the background, by one or more II's.
bamboo2
14/1/2021
15:55
IPO doesn't decide how shareholders dispose of their shares. Without any other info, it looks like the 70m shares invesco dumped (probably to cover payments for individuals who are withdrawing from invesco funds) were just absorbed by the market - individuals as well as probably institutions. What is very positive is that 70m can hit the market these days without altering the generally rising share price (which itself is rising due to being hit hard by institutional dumping several months ago when there were less buyers around). We're still rising. It's still way undervalued imv, the discount to nav is far too high even now, let alone on the revaluation for many stocks declared at the next results. We are basically running forwards pretty fast and yet standing still as the assets are revalued. If ipo's board have any concern for their shareholders, then some of the mega and excessive cash pile should be returned to them. A dividend and intention of more would add 25% to the price imv, in addition to the rise correcting the nav discount. I'd like to see their intention of what they'll do with the hundreds of mill they'll get on a nano float.
pierre oreilly
14/1/2021
14:16
Does anyone know what has happened to the 7% of IPO that Invesco has sold?. Invesco was IPO's second biggest shareholder, and there is no sign that any of IPO's other major shareholders have used the disposal to increase their stakes. It would have been a real sign of confidence in the company if the shares had been placed with another long-term strategic shareholder, such as the Railways Pension Fund or Baillie Gifford. Surely it would have been in IPO's interests to make sure that the shares were placed safely with long-term investors rather than just dumped on the market.
bottomfisher
13/1/2021
22:01
Wet, The article you posted is now getting reported more widely. There has been a gradual improvement in accuracy over the past few years, but this looks like a major step forward. Https://phys.org/news/2021-01-method-pocket-sized-dna-sequencer-near-perfect.html Researchers have found a simple way to eliminate almost all sequencing errors produced by a widely used portable DNA sequencer, potentially enabling scientists working outside the lab to study and track microorganisms like the SARS-CoV-2 virus more efficiently. Using special molecular tags, the team was able to reduce the five-to-15 percent error rate of Oxford Nanopore Technologies' MinION device to less than 0.005 percent—even when sequencing many long stretches of DNA at a time. "The MinION has revolutionized the field of genomics by freeing DNA sequencing from the confines of large laboratories," says Ryan Ziels, an assistant professor of civil engineering at the University of British Columbia and the co-lead author of the study, which was published this week in Nature Methods. "But until now, researchers haven't been able to rely on the device in many settings because of its fairly high out-of-the-box error rate." Genome sequences can reveal a great deal about an organism, including its identity, its ancestry and its strengths and vulnerabilities. Scientists use this information to better understand the microbes living in a particular environment, as well as to develop diagnostic tools and treatments. But without accurate portable DNA sequencers, crucial genetic details could be missed when research is conducted out in the field or in smaller laboratories. So Ziels and his collaborators at Aalborg University created a unique barcoding system that can make long-read DNA sequencing platforms like the MinION over 1000 times more accurate. After tagging the target molecules with these barcodes, researchers proceed as they usually would—amplifying, or making multiple copies of, the tagged molecules using the standard PCR technique and sequencing the resulting DNA. The researchers can then use the barcodes to easily identify and group relevant DNA fragments in the sequencing data, ultimately producing near-perfect sequences from fragments that are up to 10 times longer than conventional technologies can process. Longer stretches of DNA allow the detection of even slight genetic variations and the assembly of genomes in high resolution. "A beautiful thing about this method is that it is applicable to any gene of interest that can be amplified," says Ziels, whose team has made the code and protocol for processing the sequencing data available through open-source repositories. "This means that it can be very useful in any field where the combination of high-accuracy and long-range genomic information is valuable, such as cancer research, plant research, human genetics and microbiome science." Ziels is currently collaborating with Metro Vancouver to develop an expanded version of the method that permits the near-real-time detection of microorganisms in water and wastewater. With an accurate picture of the microorganisms present in their water systems, says Ziels, communities may be able to improve their public health strategies and treatment technologies—and better control the spread of harmful microorganisms like SARS-CoV-2.
bamboo2
13/1/2021
13:36
Interesting to try some comparisons with other manufacturers. Oxford Nanopore [ONT] Value $2.3B order value $125m [Figs from 06/2020] [note, excludes the £115m order in Autumn from UK Govt] Illumina [ILMN] mcap $52.7B t/o $3,546m Pacbio [PACB] mcap $6.22B t/o $90m Let me know if there are more up to date figures, or a better way to compare ONT, ILMN, and PACB
bamboo2
13/1/2021
08:53
More positive developments for ONT sequencing technology: hxxps://www.sciencedaily.com/releases/2021/01/210112144811.htm Researchers have found a simple way to eliminate almost all sequencing errors produced by a widely used portable DNA sequencer, potentially enabling scientists working outside the lab to study and track microorganisms like the SARS-CoV-2 virus more efficiently.
wetpantz
12/1/2021
11:05
Oxford Nanopore and Nvidia collaborate to partner the DGX AI compute system with ultra-high throughput PromethION sequencer Tue 12th January 2021 PromethION Oxford Nanopore Technologies and Nvidia are collaborating this year to integrate the NVIDIA DGX Station A100 into Oxford Nanopore’s ultra-high throughput sequencing system, PromethION. Partnering the NVIDIA A100 Tensor Core GPU technology with the PromethION device aims to deliver the world’s most powerful sequencer that supports real-time analyses at scale, and can also analyse any length fragment of DNA/RNA. The use of accelerated computing and artificial intelligence to quickly and accurately sequence DNA or RNA supports the increasing availability of nanopore sequencing data, at scale, to a variety of high-throughput users. Oxford Nanopore’s technology is increasingly being used by scientific researchers analysing many thousands of genomes to better understand genetic diversity and discover new variants. Sequencing is also being increasingly adopted to generate rapid insights in healthcare settings, food safety, or environmental analysis. NVIDIA DGS Station A100, announced in November, is a data-center-grade, GPU-powered, multi-user workgroup appliance that can tackle the most complex AI workloads. It plugs directly into an outlet in an office or laboratory, and is very quiet thanks to its refrigerant-based cooling system. It contains four NVIDIA A100 80GB GPUs, fully connected via NVIDIA NVLink, to offer a total of 320GB of GPU memory. Unprecedented analytical power for ultra-high throughput sequencing The 2.5 petaFLOP AI compute system from Nvidia offers unprecedented compute density, performance and flexibility in a benchtop format. Oxford Nanopore’s PromethION P48 sequencing device continues to challenge even the most powerful devices with its ability to generate as much as 10 Terabases of DNA information per 72-hour run (sufficient to analyse 96 human genomes at 30X coverage). Breaking through the 10 Terabase run barrier was announced by Oxford Nanopore at the Community meeting in December 2020 and represents a 25% increase in data output compared to its previous best earlier in the same year. This increase has been driven by continual improvements in flow cell chemistry, many of which were included in new shipments from mid-November 2020. These developments have been reflected in customer data, with increasing yields reported across a range of sequencing applications. Supplied in a P24 and a P48 format, PromethION is increasingly being deployed into high-throughput projects, where the rich sequencing data provided by Oxford Nanopore can be delivered at very high throughput. As with all Oxford Nanopore devices, the technology enables academic groups, core facilities and service providers to realise the value of sequencing any length fragments, from short fragments to those that are over 100,000 bases long, and to characterise base modifications, coupled with high accuracy single nucleotide or structural variant calling and phasing. NVIDIA GPUs are already used in other Oxford Nanopore sequencing systems, driving real-time sequencing analysis at any scale. The desktop GridION includes NVIDIA V100 technology and the handheld MinION Mk1C sequencer is powered by the NVIDIA Jetson Edge AI platform. AI, training and algorithm development as a driver of high accuracy sequence data The use of powerful AI systems is also driving substantial improvements in the accuracy of Oxford Nanopore’s sequencing data; updated analysis algorithms can result in higher accuracy of the same sequence data. Oxford Nanopore recently released a new machine-learning driven analysis algorithm, Bonito CRF, with which users have reported >98% single read basecalling accuracy. Basecalling is the process of identifying the sequence of bases on an individual molecule of DNA. This latest update to Bonito builds on previous work to deliver improved performance, and is trained with a larger, more diverse data set. High single read accuracy supports very high consensus accuracy (sequencing multiple times for higher accuracy); optimised analysis tools including Guppy/Bonito basecalling, assembly with Canu/Flye and polishing with Medaka, can now enable Q45 with R9.4.1 flow cells and Q50 with R10.3 flow cells. Variant calling performance is also improving with the latest releases. Using the latest tools, structural variation (SV) accuracy has reached gold standard of 96% with 30X rather than 60X coverage. Oxford Nanopore has now seen SNV at 99.92%, which is comparable to traditional SBS accuracy. In addition, in late 2020 Oxford Nanopore generated modal single-read accuracy of 99.1% (99%=Q20) using a new chemistry with Bonito, delivered on internal validation sets, with a substantial proportion of these raw reads above Q20. Oxford Nanopore and Nvidia are working closely to deploy the latest advancements in AI, with the goal of making biological analysis available to anyone, anywhere. Further info: Over the coming weeks, Oxford Nanopore will be providing its user base with updates on how the integration work is proceeding on PromethION compute as well as other potential device enhancements. As with other programmes, we plan to provide seamless upgrade paths to Oxford Nanopore users. Https://nanoporetech.com/about-us/news/oxford-nanopore-and-nvidia-collaborate-partner-dgx-ai-compute-system-ultra-high
bamboo2
12/1/2021
07:55
Cheers bamboo2 - rambutan has already covered Invesco !
masurenguy
12/1/2021
07:51
rambutan2, thanks. 11/1/2021 Invesco UK Equity High Income Fund [ex Mark Barnett] announce down to 0% 2.12% remainder in other Invesco funds [not subject to redemptions].
bamboo2
11/1/2021
22:42
Not quite out: https://uk.advfn.com/stock-market/london/ip-IPO/share-news/IP-Group-PLC-Holdings-in-Company/84066520
rambutan2
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