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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
  0.20 0.16% 125.40 124.80 125.00 128.60 124.80 125.00 4,736,370 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 186.1 17.5 7.2 1,332

Ip Share Discussion Threads

Showing 2251 to 2273 of 2375 messages
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DateSubjectAuthorDiscuss
31/3/2021
07:23
Poor Woodford holders - their stake sold at less than 10th of float price
edwardt
31/3/2021
00:19
Top biotech’s £2bn float boosts City Oxford Nanopore chooses London over New York One of Britain’s most promising biotech companies is planning to float on the London Stock Exchange with a potential valuation of more than £2bn, in a boost for the UK’s life sciences sector and the City. The IPO will deliver a windfall to existing investors, although it is another blow for investors in Neil Woodford’s failed income fund. His firm had a stake of about 12% before its implosion. Large investors also include IP Group, the FTSE 250 intellectual property commercialisation company, which provided seed funding. IP Group confirmed that it holds a 15% in Oxford Nanopore, valued at £340.3m. Shares in IP Group closed up 1¼p at 121¼p, and have risen by more than a fifth this year. A successful float of Oxford Nanopore would make it the third unicorn with a $1bn-plus valuation to emerge from IP Group’s investments. Complete article: https://www.thetimes.co.uk/article/top-biotech-s-2bn-float-boosts-city-zkdc58jf2
masurenguy
30/3/2021
23:14
In specie distribution of ONT stock would be a winner, a large proportion of investors hold IP Group primarily for ONT exposure. IPO should announce this ahead of the float.
wetpantz
30/3/2021
22:38
The Investors Chronicle trick works for the FT as well
scubadiverr
30/3/2021
22:13
Timing matters. No way to know if the optimum window will have closed by H2.
p1nkfish
30/3/2021
21:41
edwardt, thanks, I couldn't access the FT article. This will be the first IPGroup float for a long long time without Woodford involvement. Arguably, many of the prior listings involved companies that were obviously not ready to stand on their own two feet. I would include CWR in that category. Hopefully, ONT will display enough maturity to thrive on the market. It helps to have friends in high places!
bamboo2
30/3/2021
21:31
Happy it is at least listing on lSE. I am serious up group should pass us the shares in specie net of their fees..
edwardt
30/3/2021
21:29
Ft are going with a float value of between 4 to 7 bn.
edwardt
30/3/2021
20:32
Just found this from Bloomberg Https://www.bloomberg.com/news/articles/2021-03-30/oxford-nanopore-plans-listing-in-big-boost-to-u-k-ipo-market DNA sequencing firm Oxford Nanopore Technologies Ltd. plans to list on the London Stock Exchange in the second half of the year, delivering a major win for the City in its effort to position itself as an attractive venue for initial public offerings in a post-Brexit world. A listing will give the company access to “deeper, international pools of capital” for its growth plans, Oxford Nanopore said in a statement on its website on Tuesday. The timing of the IPO is dependent on market conditions, it said. IP Group Plc, which owns 15% of Oxford Nanopore, rose 1.5% to 121.80 pence at 12:48 p.m. in London. Oxford Nanopore is worth 2.3 billion pounds based on the valuation that IP Group assigns to its stake. Analysts at Berenberg wrote in a report this month that the Oxford Nanopore “could comfortably” reach a valuation of more than 4 billion pounds in its next fundraising. Oxford Nanopore’s IPO plan comes a day before food-delivery startup Deliveroo Holdings Plc is set to start trading on the LSE. The U.K. is keen to keep its homegrown unicorns from fleeing to the U.S. in search of investors, and is examining an array of new rules including giving founders greater control over their companies even going public, like allowing dual-class share structures on the premium segment of the listing venue. Like other companies tapping the IPO market, Oxford Nanopore, a spinout from the University of Oxford, is listing on the back of a pandemic boost. The company supplies the U.K. with LamPORE tests, which use DNA and RNA sequencing to detect the SARS-CoV-2 virus that causes Covid-19.
bamboo2
30/3/2021
20:27
edwardt, do you have a link that refers to a current valuation of £2.2bn, or is it based on something else? I think we have to wait until the end of 2021 to see that kind of valuation.
bamboo2
30/3/2021
20:24
This is the text from the ONT website Oxford Nanopore Technologies Limited (“the Company”) has today informed its shareholders that it has started the process of preparing for a potential initial public offering (the “IPO”). While the timing of a potential IPO is dependent on market conditions and other matters not fully within the Company’s control, at this stage the Company expects that the IPO would occur in the second half of 2021 on the London Stock Exchange. Oxford Nanopore is driven by a clear ambition: to be a global company that enables the analysis of anything by anyone, anywhere. Our disruptive approach is designed to make biological analysis better, faster, and more accessible & affordable, broadening its potential applications and amplifying its positive impact on society. Today we serve thousands of customers, across a wide range of scientific communities, in more than 100 countries around the world. Scientists are using our DNA/RNA sequencing technology to answer some of society’s most urgent and important questions, including those concerned with biomedical, pathogen, plant and animal scientific research, infectious disease, critical viral surveillance, optimising crop efficiency, ensuring food security and understanding how our environment is changing. Innovation is at our heart. We have built an in-house and licensed portfolio of more than 1,350 patents and applications, and we constantly drive improvements in our technology platform to further enhance our products and their capabilities. Innovation is also central to our manufacturing and in 2019 we opened a high-tech manufacturing facility designed to scale up high quality production capacity for the coming years. We believe that an IPO is the start of the next phase of our journey. Gaining access to deeper, international pools of capital would support our ambitious growth plans, enhancing our ability to innovate and scale our manufacturing and commercial functions. It would, we believe, provide us with the resources and flexibility to fulfil our long-term potential. Why now? In 2015, Oxford Nanopore started to sell its first commercial device, the MinION portable DNA/RNA sequencer. Since then, we have expanded our product range to include both even smaller formats and larger high throughput sequencing devices suitable for population-scale human genomics. The use of nanopore sequencing has expanded in a broad scientific community. More than 1,500 scientific publications now illustrate the use of our technology. We have worked continuously to evolve the technology and build the business since then, however, the last year has been transformative for Oxford Nanopore Technologies. Highlights include: Innovations that enhanced our existing technology platform, which can characterise a broader picture of genetic diversity, at scale, than traditional sequencing technologies. We have released new analysis algorithms, chemistries, and platform improvements that drive even higher performance in both data yields and accuracy. Our technology already provides a unique combination of features in the market: the ability to sequence both short or ultra-long fragments of DNA, the ability to stream sequence data in real time, the ability to sequence the native DNA or RNA molecule and the ability to deploy sequencing in a range of formats from portable pocket-sized devices to ultra-high throughput benchtop machines. In combination with the recently increased performance, we believe that we are at the right point in our journey to scale up our provision of nanopore sequencing to the market. Read more Supporting users around the world to sequence the virus that causes COVID-19, facilitating continual surveillance of the virus. Around a fifth (~170,000) of the SARS-CoV-2 virus genomes in the global database GISAID were generated on one of our devices, with nanopore data uploaded by scientists from more than 85 countries. The role of genomics in infectious disease is now better understood. Maturing our infrastructure around regulated products. Our development of a high-performance diagnostic test for the detection of SARS-CoV-2 drove an acceleration in the development of our infrastructure, processes and talent required to explore opportunities in diagnostic markets beyond COVID-19. This rapid maturation of this part of our business also helps us to prepare for future ‘applied markets’. Manufacturing scale-up. Expansion of our new MinION Building high-tech manufacturing facility in Oxford has prepared us for the next scale of operational growth. These advances made 2020 a pivotal year for us. However, it is clear to us that we are still only in the foothills of what is possible. The challenging events of 2020 demonstrated the importance of life sciences in understanding and improving the world around us. Our DNA and RNA sequencing technology is well-positioned for accelerated use across multiple applications; we believe that there is huge potential for near-sample, rapid, low cost, sequencing-based analyses across scientific research, healthcare and industrial settings. These include the long-term potential to provide rapid biological insights in infectious disease, immune profiling and cancer, as well as in food safety, agriculture or other industrial environments. Most importantly, we sincerely thank our global community of collaborative and innovative customers, our international shareholders and all our colleagues inside the company and in our supply and innovation network for the support in reaching this point. We are looking forward to continuing the journey with you, and getting closer to enabling an Internet of Living Things that has a profoundly positive impact on communities. In the meantime, we remain as focused as ever on continuing to support our customers, innovate and position the company for long-term growth. Dr Gordon Sanghera, CEO
bamboo2
30/3/2021
19:34
I am amazed it did not go up more today
edwardt
30/3/2021
10:30
my hope is that ip group offer us our stock in specie so we can hold or sell in the secondary market.
edwardt
30/3/2021
09:00
Whatever the valuation, there's hundreds of mill becoming liquid for orph. They've said if they get any more windfalls they'll consider new options for the cash since they are already full of the stuff way beyond their investment requirements. My guess, and hope, is they'll take out 50% in the float, and let 50% ride to benefit from future appreciation. Returning that cash to shareholders looks likely and positive Imv, hopefully as a special Divi (we all hold in ISAs, right?).Anyhow, the float is certainly good enough to hold this to see the outcome. I think the current valuation on the books is quite a bit lower than a float will achieve. The declard Divi, plus a special Divi if it happens would themselves cause a rerating of IPO as it's seen as more progressive.
pierre oreilly
30/3/2021
08:16
JAF, have a look at Illumina's valuation, to get an idea of where the market will value ONT. At end of 2020 was valued at approx £2.26bn [check this] IPO's 15% at end of 2020 valued at £340,000,000 Sanghera suggesting it will double every year for the next four years. This adds approx 32p to IPO's nav at end of 2021 Current NAV for IPO at end of first three months 2021 approx 125 + 8 = 133 This excludes improvements in NAV in other holdings such as ITX, DNL etc.
bamboo2
30/3/2021
08:07
happy days.
edwardt
30/3/2021
07:58
IP Group plc - Portfolio company Oxford Nanopore Technologies announces preparation for IPO in the second half of 2021 IP Group plc (LSE: IPO) ("IP Group" or "the Group"), the developer of intellectual property-based businesses, notes that portfolio company Oxford Nanopore Technologies Ltd ("Oxford Nanopore") has today announced that it has informed its shareholders that it has started the process of preparing for a potential Initial Public Offering ("IPO"). Whilst the timing of a potential IPO is dependent on market conditions and other matters not fully within its control, Oxford Nanopore currently expects the IPO to occur in the second half of the year on the London Stock Exchange. IP Group currently holds a direct undiluted beneficial stake of 15.0% in Oxford Nanopore, valued at GBP340.3 million. Oxford Nanopore's announcement is available on the news section of its website.
bamboo2
30/3/2021
07:38
So what is the valuation of ONT?????????
jaf111
30/3/2021
07:29
Formally announced plans for ONT prepatation to float.
p1nkfish
29/3/2021
23:10
Https://www.nytimes.com/interactive/2021/03/25/magazine/genome-sequencing-covid-variants.html Click on link for whole article. But a very different set of ideas emerges from one of Illumina’s main competitors, Oxford Nanopore. Oxford’s sequencers involve a technology that is electronic rather than optical; it is based on the concept of moving a sample of DNA through tiny holes — nanopores — in a membrane. The device measures how genetic material (extracted from a sample of blood, say) reacts to an electric current during the process, and it registers the letter sequence — A, G, C, T — accordingly. One distinctive feature is that a nanopore device can read longer threads of DNA than an Illumina device, which can be helpful for some applications. It can also give readouts in real time. Yet the biggest difference may be its portability. In 2015, Oxford Nanopore began selling a sampling and sequencing gadget called the Minion (pronounced MIN-eye-on) for $1,000. It is smaller than a small iPhone. The chief executive of Oxford Nanopore, Gordon Sanghera, told me he sees his company’s tool as enabling a future in which sequencing insights can be derived during every minute of every day. Inspection officers working in meatpacking plants would get results about pathogenic infection in minutes; surveyors doing environmental monitoring or wastewater analysis can already do the same. Your dentist might one day do a check of your oral microbiome during a regular visit, or your oncologist might sequence your blood once a month to see if you’re still in remission. A transplantation specialist might even check, on the spot, about the genomic compatibility of an organ donation. “The company’s ethos,” Sanghera says, “is the analysis of anything, by anyone, anywhere.” Indeed, there happens to be a Minion on the International Space Station right now. The technology, compared with Illumina’s, is considered by most scientists I spoke with to be less accurate, but it has advantages beyond those that Sanghera mentioned. It was the Minion that enabled scientists to test for diseases like Zika without any infrastructure beyond a laptop; more recently, it’s what allowed Esteé Torok and other researchers in Britain to track viral mutations in real time in a hospital. “That ability to do sequencing in the field, even in rural Africa, has opened up possibilities that were never previously even envisioned,” Eric Green, who runs the National Human Genome Research Institute, part of the N.I.H., told me recently. Bringing the equivalent of an iPhone into genomics may not effect a revolution overnight. Sanghera doesn’t imagine that big central testing labs, or Illumina, could fade away anytime soon; indeed, his own company markets a line of large sequencers for big labs, too. And for sure, related technologies can coexist, much like cloud computing and desktop computing, especially if they solve different problems. For now, Sanghera regards the coronavirus, and the surveillance efforts in Britain and the U.S. that are increasing demand for his company’s products, as hastening the culture’s genomic transition. He said he sees no obstacle to a $100 whole human-genome sequence in the near future. His company, he told me, is also working with a new chip that may eventually bring down the cost to $10.
bamboo2
26/3/2021
15:49
Good news keeps on flowing. ONT IPO will be massive too
robertspc1
26/3/2021
12:37
FOR RELEASE ON 26 March 2021 IP Group plc - Portfolio company Diurnal announces European Medicine Agency issues positive opinion for Chronocort(R) in Europe IP Group plc (LSE: IPO) ("IP Group" or "the Group"), the developer of intellectual property-based businesses, is pleased to note that AIM-listed portfolio company Diurnal Group plc ("Diurnal"; AIM: DNL) has announced that the European Medicine Agency (EMA) has issued a positive opinion for Diurnal's second product, Chronocort(R) (to be branded as Efmody(R) ), in Europe which is expected to launch commercially in Q3. IP Group currently holds a direct undiluted beneficial stake of 31.9% in Diurnal which is a specialty pharmaceutical company targeting patient needs in chronic endocrine (hormonal) diseases. Dr Sam Williams, Managing Partner, IP Group Life Sciences , said: "We are delighted for the Diurnal management team and staff who, having already brought a first, ground-breaking drug to market in Alkindi, now have the realistic chance of a second, Chronocort. As Diurnal's largest shareholder since 2005, this news supports IP Group's approach to providing long-term backing for its core portfolio companies." Diurnal announced that the Committee for Medicinal Products for Human Use (CHMP), an advisory committee of the EMA, had issued a positive opinion to the European Commission recommending Efmody(R) (hydrocortisone modified-release hard capsules - development name Chronocort(R) ) as treatment of adult and adolescent patients (12 years and older) with the rare condition congenital adrenal hyperplasia (CAH). The formal approval of marketing authorisation from the European Commission is anticipated in June 2021, in accordance with the 67-day timeline following the adoption of the positive opinion by the CHMP, together with a decision on grant of Orphan Drug Status. To facilitate timely commercial availability, Diurnal has already commenced market access activities in its target European territories, with the first commercial launch anticipated in Q3 2021. Diurnal intends to mirror its strategy for Alkindi(R) (hydrocortisone granules in capsules for opening) by commercialising the product itself in core European markets. Efmody(R) is a preparation of hydrocortisone that has been specifically designed for patients with CAH, an orphan condition caused by deficiency of adrenal enzymes, most commonly 21-hydroxylase. Approximately two-thirds of CAH patients are estimated to have poor disease control, leading to elevated androgen levels. The condition is estimated to affect a total of approximately 41,000 patients in Europe.
bamboo2
24/3/2021
11:56
Last Friday 19/3/2021 saw approx 25million shares, or 2.5% of the co traded, but still no TR1 holdings notice. I would guess that this could be the remainder of the Invesco holding. As below 3%, this would not be subject to a TR1
bamboo2
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