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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 0.57% 141.80 141.00 141.60 144.00 140.40 142.00 4,946,827 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 186.1 17.5 8.1 1,506

Ip Share Discussion Threads

Showing 2301 to 2325 of 2800 messages
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DateSubjectAuthorDiscuss
08/4/2021
15:22
Bought a few today, do hope I'm not too late jumping aboard.
its the oxman
08/4/2021
10:26
Shares mag today...
someuwin
07/4/2021
15:21
It is interesting that Arix have been broadcasting this development. I did look at Arix before buying IP. I was put off by the heavy weighting of US holdings valued at what look to be very toppy prices. Hopefully Artios will make good money for IP and Arix, but I am more than happy with my preference for IP.
wba1
07/4/2021
13:23
Eeza, yes indeed. There are quite a few others as well. Quoted and unquoted. RFC and Bramble have connections with CWR, and also have much promise. Good to see one of the directors buying in the open market, approx £19k presumably for their ISA
bamboo2
07/4/2021
11:57
Looks to be a star in the making, for IPO.
eeza
07/4/2021
11:31
IPGroup hold 11.7% of Artois. [31/12/2020] Artios Pharma Limited - Artios Pharma Announces Collaboration with Novartis to Create Next Generation DDR Cancer Therapies 07 Apr 2021 Novartis to leverage Artios’ discovery platform to identify DDR targets for use with Novartis’ proprietary radioligand therapies. Artios to receive US$20 million up-front payment in addition to near term research funding to support the collaboration. Artios eligible to receive up to $1.3 billion in discovery, development, regulatory and sales-based milestones in addition to royalty payments. Artios Pharma Limited (Artios), a leading DNA Damage Response (DDR) company exploiting synthetic lethality to develop a broad pipeline of precision medicines for the treatment of cancer, today announced a global research collaboration with Novartis to discover and validate next generation DDR targets to enhance Novartis’s Radioligand Therapies (RLT). Under the three-year collaboration, Artios and Novartis will perform target discovery and validation, and Novartis will select up to three exclusive DDR targets, and receive worldwide rights on these targets to be utilized with its RLT’s. Dr. Niall Martin, Chief Executive Officer at Artios Pharma, said: “This collaboration expands the reach of our discovery platform, leveraging our DDR expertise and target knowledge to enhance the potential of radioligand therapies. We are thrilled to work with Novartis. This new partnership combined with our recent collaboration with Merck KGaA provides important validation of the power of the internal discovery capabilities at Artios. From a strategic perspective, this collaboration is an ideal fit which maximizes the application of our platform to areas beyond our current focus as we independently advance our pipeline of novel DDR candidates. We look forward to continued momentum as a clinical-stage precision medicine company, building upon our recently initiated Phase 1 study of ART0380, our potential best-in-class ATR inhibitor, with the expected entry of our first-inclass Pol Theta program into the clinic before year end.” Under the terms of the agreement, Novartis will make an up-front payment of US$20 million and provide near term research funding to support the collaboration. Artios will be eligible to receive discovery, development, regulatory and sales-based milestones, in addition to royalty payments on net sales of products commercialized by Novartis. The collaboration does not include Artios’ lead programs, ART0380, which is currently in clinical development, or ART4215, a first-in-class Pol Theta inhibitor. Novartis’s RLT delivers targeted radiation to a specific subset of cancer cells, with minimal effect on surrounding healthy cells. RLT has been shown to improve overall survival and quality of life, particularly in the setting of cancers with bone metastases. About Artios Pharma Limited Artios is a leading DNA Damage Response (DDR) company focused on developing first-in-class treatments for cancer. The Company is led by an experienced scientific and leadership team with proven expertise in DDR drug discovery, including the identification and development of the PARP inhibitor olaparib. It has a unique partnership with Cancer Research UK (CRUK), and collaborations with leading DNA repair researchers worldwide, such as The Institute of Cancer Research (ICR), London, the Netherlands Cancer Institute (NKI) and the Crick Institute, London. Artios is building a pipeline of next-generation DDR programmes to target hard to treat cancers, including Phase I/IIa clinical studies in 2021 for its ATR inhibitor ART0380 in treating DDR defective tumours, and the firstin-class Pol theta inhibitor ART4215 for mono therapy and combination treatments. In December 2020, Artios entered into a collaboration agreement with Merck KGaA, Darmstadt, Germany to identify and develop precision oncology medicines targeting nucleases. Merck KGaA, Darmstadt, Germany has the right to opt into exclusive development and commercialization of compounds on up to eight targets and Artios to receive up to US$860 million total milestones per target. It is backed by blue chip investors including: AbbVie Ventures, Andera Partners, Arix Bioscience plc, IP Group plc, Life Science Partners (LSP), M Ventures, Novartis Venture Fund (NVF), Pfizer Ventures and SV Health Investors. Artios is based at the Babraham Research Campus in Cambridge, UK, with an office in New York City, USA. www.artiospharma.com
bamboo2
07/4/2021
11:07
Abingdon Health [ABDX] added to quoted companies chart list in post 1 4.4% [31/12/2020] Https://www.ipgroupplc.com/our-portfolio/portfolio/abingdon-health DRIVING A SAFE RETURN TO NORMAL LIFE AbC-19™ is a SARS-CoV-2 (COVID-19) rapid neutralising antibody test solution that produces results in 20 minutes and creates an antibody certificate via an app. This flexible, easy solution shows confirmation of those who have developed IgG neutralising antibodies following COVID-19 infection or vaccination. Immunity status can be determined by the presence of neutralising antibodies. Therefore, the AbC-19™ solution is a powerful tool for providing businesses and communities with the confidence to return to normal life, safely. Get tested Receive an antibody certificate Prove COVID-19 IgG neutralising antibody status
bamboo2
06/4/2021
22:16
bamboo2; thanks for the answer. I was beginning to think I was overlooking something but it is helpful to know that the information is not readily available. Whilst Apcintex looks like a useful but not especially material holding, Artios does look like a prospective material prospect - hence the interest.
wba1
06/4/2021
20:51
Illumina results look pretty impressive...
edwardt
06/4/2021
20:12
wba1, the problem with these smaller holdings is that there is not much data shared in the results. Since the Apcintex deal was after the year end and the RNS was not really very clear, it is difficult to establish what percentage holding remains. Ditto for the Artois deal which seems even more opaque. Unless others have a firmer grip on these two companies, you may have to email the co for further info.
bamboo2
06/4/2021
12:34
I bought into IPO recently but have two questions which I cannot clarify. Any help would be much appreciated. Apcintex is now part of Centessa. It is unclear to me whether IPO have exited Apcintex and what value that has realised, or if they continue to hold their stake in Apcintex alongside Centessa, or if they have exchanged the Apcintex stake for a stake in Centessa. It is also unclear to me if Artios was revalued in December following the Merck deal or whether that revaluation (whatever it is) is another uplift in the pipeline on the current NAV. Whichever it is I suspect there is much more value to come from Artios, but it would be useful to know the current status of the valuation. Thanks for any answers.
wba1
06/4/2021
08:28
eeza, no problem. It's good to know the holdings data is being used! This article shows the importance of ONT's work. Https://www.theguardian.com/world/2021/apr/03/has-everyone-in-kent-gone-to-illegal-rave-on-variant-trail-with-covid-detectives
bamboo2
04/4/2021
09:40
Thank you, bamboo, it wasn't a criticism, I thought the IPO website had missed the 3 off !! I have a holding in DVRG which is why I noticed the discrepancy.
eeza
04/4/2021
09:21
eeza, It's a mistake. I had thought that after the MWG sale IPGroup had no interest in DVRG. Should be 0.3% as of 31/12/2020 Https://www.ipgroupplc.com/our-portfolio/portfolio/deepverge-plc The records in post 1,2 and 3 do need careful reading, as I tend to leave old info for reference. Thanks for pointing it out. I will move DVRG back to the current listed holds. =============== Sorted. I do try to keep it up to date, so let me know if you find anymore.
bamboo2
04/4/2021
00:00
bb2, over time I'm looking for 200+ but no doubt it will take a pause on the way.
p1nkfish
03/4/2021
23:15
@bamboo2 DeepVerge (DVRG - ex Integumen) is listed in your post #1 as being 3.03% - but is listed in IPO's pdf of 31 Dec 20 as being .03%. Is it a typo?
eeza
03/4/2021
22:21
Happy 1000 posts. p1nk, the chart pattern based target here is confirmed at 170
bamboo2
03/4/2021
12:40
Lovely rounded bottom.
p1nkfish
02/4/2021
14:09
Rumour becoming News.
eeza
02/4/2021
14:05
Oxford Nanopore has a broad patent portfolio, through in-house development and licensing agreements with third parties. Oxford Nanopore has an intellectual property portfolio of more than 650 issued patents and patent applications, in over 200 patent families. These cover all aspects of nanopore sensing including fundamental patents for nanopore sensing, and patents relating to DNA-sequencing. List of patents: Https://patents.justia.com/assignee/oxford-nanopore-technologies-limited The following themes are included in Oxford Nanopore's patent portfolio: • DNA base identification using a biological nanopore; • addition of adapters to nanopores for sensing; • modified nanopores for sensing; • use of molecular motors in combination with nanopores; • localising polymerases to a surface, including pore-bound localisation; • use of solid-state nanopores for detecting labelled ssDNA and dsDNA; • use of solid-state devices to control movement of polymers; • detection and positional measurement of probes on a DNA strand as the strand passes through a nanoscale detector; • methods of fabricating solid-state nanopores including multi-layered devices; • the use of functionalised solid-state nanopores for molecular characterisation, including graphene, tunnelling currents and nanotubes; • time-based multiplexed nanopore measurements on a single chip, including the incorporation of 96 well plate; • use of voltage to control DNA under feedback; • measurement of DNA interacting with a limited volume, such as a polymerase on a surface; • array chip for parallel sensing from multiple channels; • sequencing by means of detection of products of enzymatic action on DNA/RNA using a nanopore; • the use of multiple 'nodes' to analyse samples in a federated/clustered manner to reduce the time to result, and improve operating efficiencies; • methods and algorithms for nanopore signal analysis; • Nanopore arrays/nanopore array structures; • Direct RNA sequencing; • protein characterisation using nanopores; • chip/array architecture; • methods of sensitivity enhancement.
bamboo2
02/4/2021
14:01
Good to see an eod/eow close above 124.8 as this confirms a chart breakout. ============================================= Copy of post written elsewhere, IPO, most people are completely missing the significance of 15% founding holding in Oxford Nanopore, so there is plenty more to go for in the share price ONT could overtake Illumina as the world leader in Next [third] Generation Sequencing [NGS]. The company is set to double in size every year for the next four years, according to CEO Gordon Sanghera. At the end of 2020 it represented 32p of each IPO share, at flotation this will at least double. From then onward, the market will be setting the premium. Look at Pacbio [Mcap $6.5bn/revenue $90m] and Illumina [Mcap $56bn/revenue $3.33bn] in the States to get an idea of where this could take the valuation. I have compiled figures for ONT that suggest the income and order value for 2020 will be minmum £275m [approx $375m, 4 times the revenue at Pacb] Furthermore, while Pacb specialises in long reads and Illumina short reads, ONT does both.
bamboo2
31/3/2021
22:56
"The float will also mean a likely big payday for FTSE250-listed intellectual property rights investor IP Group, which holds a 15% stake in Nanopore valued at £340million. Russ Mould, investment director at AJ Bell, said: “A successful float by Oxford Nanopore – the third unicorn with a $1-billion-plus valuation to emerge from IP Group’s investments, after Ceres Power and Hinge Health – would be a huge affirmation of the company’s business model.” https://www.standard.co.uk/business/pharmaceuticals/oxford-nanopore-gene-sequenced-covid19-2-3-billion-float-b927022.html
eeza
31/3/2021
20:15
https://www.telegraph.co.uk/technology/2021/03/31/forget-deliveroo-ex-woodford-pick-real-gem/
eeza
31/3/2021
09:08
Only 15%.Yes, we all know. But only 15% is at least half the mkt cap of IPO, and could be 80%.And there are 3 or 400 other investments too iirc.While nano is the star, there are others recently matured (and sold cheaply) and others maturing. IPO are full of cash from Ceres.
pierre oreilly
31/3/2021
09:06
edward, ONT at £2.2bn currently = 32p of IPGroup shareprice, as at 31/12/2020 If it doubles to £4.4bn adds another 32p £7bn adds over 60p Current NAV at end of 2020 is 125p
bamboo2
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