Ip Share Discussion Threads

[moontheloon] 07/12/2023 13:20

What's occurring here .. difficult to keep track with portfolio companies?; reason for drop?

[bamboo2] 16/11/2023 18:11

IBEX Innovations - IBEX Bone Health Powers DensityScan, a Revolution in Osteoporosis Screening

16 Nov 2023

Every routine X-ray will become an opportunity for automated osteoporosis screening, addressing a widespread healthcare need.
IBEX Innovations Ltd. announce the integration of IBEX Bone Health software which will power Agfa’s DensityScan™, revolutionizing osteoporosis screening.
Routine access to osteoporosis screening from a simple X-ray is set to be a game-changer for clinicians and patients
Working together to Revolutionize Osteoporosis Screening

IBEX Innovations Ltd., a pioneering force in medical X-ray technology, proudly announces a major milestone as it integrates the IBEX Bone Health (BH) technology into DensityScan™, an advanced AI-driven workflow for Agfa Radiology Solutions DR X-ray equipment. This groundbreaking solution is poised to reshape the landscape of osteoporosis screening by offering automatic detection from routine X-ray images, providing a cost-effective and accessible solution for healthcare professionals and patients.

DensityScan™, powered by IBEX BH, takes center stage in addressing the critical need for osteoporosis screening, enabling earlier detection, diagnosis, and treatment of this condition. By harnessing the capabilities of IBEX BH, DensityScan™ measures subregional areal bone mineral density (aBMD) and estimates the T-score from wrist X-ray images. This technology provides earlier identification of osteoporosis, with the result automatically available to clinicians in secondary captures archived by the MUSICA workstation. This provides a valuable starting point for assessing fracture risk and initiating diagnosis or treatment.

Earlier Detection through Opportunistic Screening

Every compatible routine X-ray becomes an opportunity for automated osteoporosis screening, making DensityScan™ an invaluable tool for radiology. Osteoporosis is a widespread condition, impacting millions of patients each year with a significant portion going undiagnosed and untreated. Early detection is paramount, and DensityScan™ offers a cost-effective and easily accessible method of opportunistically screening patients from a wrist X-ray, already requested for other purposes.

A Game-Changer for Clinicians and Patients

IBEX CEO Paul Scott emphasizes the potential of this technology, stating, “Routine access to osteoporosis screening through a simple wrist X-ray offers a route to earlier and more widespread diagnosis of this silent, chronic disease.

“Diagnosis is the first step to change, and we are excited to be working with Agfa Radiology Solutions to put this technology into the hands of clinicians. Wrist X-rays are just the start, and we will be widening compatibility to screen even more patients in the future.”

Paul Danini, Global Software Marketing and Product Manager at Agfa Radiology Solutions, underlines the significance of DensityScan™ to Agfa’s vision: “DensityScan™ is a key part of Agfa's vision to transform radiology by bringing intelligent and definitive answers to patients through X-ray imaging. This will especially reduce the risk for women, half of whom will break a bone due to osteoporosis during their lifetime.”

IBEX Bone Health's integration into DensityScan™ signifies a pivotal shift in healthcare technology, and it stands as a testament to IBEX’s dedication to pushing the boundaries of innovation to improve patients' lives.

Experience the Future

Discover the power of IBEX Bone Health and DensityScan™ at RSNA 2023, Chicago, Illinois, from November 26th to 30th on IBEX booth #3279 and Agfa booth #2552

For more information, please visit our website at hxxps://ibexinnovations.co.uk/

Media Contact: Cassie Burgess-Rose, IBEX Innovations Ltd. [e-mail]

About IBEX Innovations Ltd.

IBEX Innovations Ltd. is at the forefront of medical X-ray analytics, driven by a bold vision to close the gap in osteoporosis diagnosis. Leveraging the power of IBEX BH software, we are dedicated to transforming every compatible X-ray into an opportunity to screen for osteoporosis and to reshape the landscape of osteoporosis screening.

Headquartered in Sedgefield, UK, IBEX is home to a dynamic and highly skilled team of scientists, mathematicians, and software engineers who are committed to enhancing healthcare through innovation.

[bamboo2] 15/11/2023 22:13

Abliva - Abliva and Owl Therapeutics enter into licensing and collaboration agreement for NeuroSTAT® in Traumatic Brain Injury
14 Nov 2023

Abliva AB (‘Abliva’; or the ‘Company’;) and US-based Owl Therapeutics today announced the signing of a licensing and collaboration agreement for Abliva’s NeuroSTAT® for the treatment of moderate to severe traumatic brain injury (TBI).

Under the agreement, Owl Therapeutics (San Antonio, Texas), a clinical-stage biopharmaceutical company focused on the development of diagnostic-powered therapeutics for traumatic brain injury (TBI) and brain health, will receive a global (excluding China and South Korea) license to develop, manufacture, and commercialize NeuroSTAT.

Under the terms of the agreement, Abliva is eligible to receive up to $43.65 million in milestones (excluding royalties), $1.15 million of which will be paid upon realization of specific clinical and regulatory milestones, with a further up to $42.5 million payable on achievement of commercial related milestones. In addition, Abliva is eligible for mid-single digit royalties (based on net sales) upon commercialization. Owl Therapeutics will be responsible for all costs associated with the development, manufacture, and commercialization of NeuroSTAT. Given the collaborative nature of the agreement, the Abliva team will remain involved in the program and will contribute to the operational and strategic elements of the program. Abliva will contribute by way of an agreed and time-limited commitment with respect to certain Abliva team members.

“NeuroSTAT has been an important asset at Abliva for many years, and we are delighted to have found the right partner to take this program through development and to patients throughout the world who suffer from TBI. We are pleased that this agreement ensures Abliva expertise will be available as Owl drives the program forward, as well as has the potential to provide significant economics to Abliva,” said Ellen Donnelly, CEO of Abliva.

"Abliva stands out as an exceptional partner for Owl Therapeutics, and we are excited to join forces in our collective commitment to advance NeuroSTAT," said William E. Haskins, Co-Founder and Chief Executive Officer of Gryphon Bio, which wholly owns Owl Therapeutics. "We are thrilled to focus our team's scientific, clinical, and business experience on this potentially game-changing treatment for military and civilian TBI patients."

TBI is a significant public health concern, affecting millions of individuals annually through accidents, falls, sports injuries and military combat. TBI occurs when a sudden external force or impact to the head disrupts normal brain function, leading to a wide range of cognitive, physical, and emotional symptoms. The far-reaching impact of TBI extends beyond the individual patient, exerting a substantial economic burden on healthcare systems and society. Additionally, the emotional and financial toll on affected individuals and their families underscores the pressing need for continued research and advancements in TBI prevention, diagnosis, and treatment. Efforts in this direction are crucial to not only improve patient outcomes but also alleviate the socioeconomic consequences of this complex and pervasive health issue.

[bamboo2] 14/11/2023 15:31

FOR RELEASE ON 14 November 2023

Portfolio company Autifony signs global licencing deal worth up to $770m with Nasdaq's Jazz Pharmaceuticals

IP Group plc (LSE: IPO) ("IP Group" or "the Group"), which invests in breakthrough science and innovation companies with the potential to create a better future for all, is pleased to note that Autifony Therapeutics Ltd ("Autifony" or "the Company") has entered into an exclusive global licensing agreement with Nasdaq-listed Jazz Pharmaceuticals plc ("Jazz"). Through the agreement, Autifony, which is pioneering the development of novel pharmaceutical treatments for rare CNS disorders and other serious brain diseases, will discover and develop drug candidates targeting two different ion channel targets associated with neurological disorders.

Under the terms of the agreement, Autifony will receive an upfront payment from Jazz and is eligible to receive development, regulatory and commercial milestone payments across the two programmes. The upfront and milestone payments have a combined total value of up to $770m. Autifony is also eligible to receive tiered royalties on future net sales.

Autifony will lead drug discovery and preclinical development activities on the two targets. Subsequent to successful completion of such preclinical development, Jazz will lead all clinical development, manufacturing and regulatory activities and commercialisation.

IP Group has an undiluted beneficial holding in Autifony of 26.3%, valued at GBP4.6m. The directors will review the carrying value of Autifony, as usual, as part of the Group's Annual Results for 2023 in light of this transaction and all other relevant information. The directors currently anticipate a fair value gain of approximately GBP5m.

[bamboo2] 13/11/2023 08:16

Re the second link in post 2845, and chart in 2846, the valuation of some of the co's in the p/f such as CARM are evidently doing quite badly.

There are however a few unlisted co's that appear to be doing okay.

[bamboo2] 12/11/2023 19:39

Carisma Therapeutics, a company focused on developing novel cancer immunotherapies, completed the merger with Sesen Bio and commenced trading on the NASDAQ market under the symbol CARM.

Carisma Therapeutics, Inc. Cancer immunotherapy treatments £10.9m [30/6/2023]

[bamboo2] 09/11/2023 22:54

Bringing in a few documents.



Half-yearly results 2 August 2023

[bamboo2] 09/11/2023 16:42

There's a bit of support under 45, so took a few yesterday and today.

Moon, p1nk is talking about portfolio member ACT which is now defunct.

[p1nkfish] 08/11/2023 13:03

It is in admin, run out of money.

[moontheloon] 08/11/2023 12:01

That doesn't make sense ?

[p1nkfish] 08/11/2023 09:48

Actual Experience was small % of portfolio, now administration.

[moontheloon] 08/11/2023 08:16

When's this a screaming buy and why ? An investment friend put it on my radar.. seems to be very battered and near a good low entry point. Assuming it won't go lower.

[bamboo2] 26/10/2023 20:11

CIT, yup.

All ONT holders are diluted by the 3.5% [before dilution] 'placing' of new shares taken on by bioMerieux on Monday in exchange for £70,000,000

[cousinit] 26/10/2023 18:59

I presume this is mainly dilution due to the 3% share issue from ONT recently, not sales

[cerrito] 26/10/2023 18:45

First reduction by IPO of ONT shares during the last 12 months.

[p1nkfish] 25/10/2023 10:27

Yes, but commercial leadership here doesn't look top drawer. Probably very nice people, well educated, pleasant enough but no snouse. A boys club.

It floats with the tide. Can't understand why top holders don't agitate for change. It's not impossible to at least try to swim against the tide or even take advantage of it via a buyback.

[w t tutte] 25/10/2023 10:06

Yes, the fact we are even in the same ballpark as those two events which were essentially potentially existential in nature just demonstrates the level of stress in markets when you step away from a few mega cap names.

It also shows why the board of IPO Group are crazy not to have a buyback policy in place, at least for time of severe dislocation. They say they keep buybacks under review but for what point, If you are never going to put one in place ? When you are trading at essentially net cash plus 20% of your non cash NAV it is hard to imagine a better risk reward opportunity in a marginal new portfolio investment.

[brucie5] 24/10/2023 14:18

40p was the 2020 bottom; 30p was the GFC.
Crazy, crazy prices.

[w t tutte] 24/10/2023 14:11

The share price moves here have become completely unhinged from anything resembling logic. It very much seems like some shareholders are dealing with month end redemptions and targeting liquidity and not price.

Fantastic long-term buying but not clear even now is a short-term bargain.

[bamboo2] 20/10/2023 09:34

Took small profit early on and added to ONT on weakness instead.

[p1nkfish] 19/10/2023 11:29

The IPO/ONT coupling is remarkably loose and delayed. Took a while for IPO to be hit as ONT slid and likely the same in the other direction if we get lucky.

[my retirement fund] 19/10/2023 10:32

It's only added a few per cent to IP groups' market price, so nothing to get excited about

[bamboo2] 19/10/2023 10:14

Added 20k early on.


Market here not woken up to the ONT news!