Iq-ai Share Discussion Threads

[cliffv69] 05/2/2024 15:01

It was under 2p just over a year ago, it's got a long way to drop yet as buyers at that time take whatever profit they can.

[clocktower] 05/2/2024 13:12

2.8p or below is always a good time to nibble here F, below 2.5p big booty if lucky.

[festario] 05/2/2024 11:39

Clocktower, Hmm... about this nibbling.

[festario] 04/2/2024 01:53

Yes Joe, and from a human perspective let's wish him well.Sadly not everyone shares our feeling of goodwill to this gentleman in his recovery. These bulletin boards often expose people who are too deeply in for their own good.I can't afford to lose my investment here either, but I can't do much about it, if immunotherapy is now deemed to be an effective approach to Glioblastoma.

[festario] 04/2/2024 01:47

Spurs, you seem quite angry and bitter.Probably the unbalanced reaction of someone who can't afford to take a loss on this investment. Sometimes in life, you just call it wrong, someone steals a march on what you think you're working towards. Don't blame me pal, I do hold a shedload of these, but if it's not to be, why hide behind some facade?

[bad gateway] 03/2/2024 18:04

Hope the BBC are correct and he does well Fest, our horse still looks to be well in the running though from the medical press..

[festario] 03/2/2024 13:27

This is a wonderful article for Glioblastoma sufferers, but terrible news for IQAI investors.Basically it looks like Prof Scolyer has developed an immense leap forward in curing this horrific disease, via immunotherapy.Maybe we have backed the wrong horse? https://www.bbc.co.uk/news/world-australia-67870595

[festario] 02/2/2024 12:36

As Trevor and his supposed FAB cohorts carry on dumping stock at this level, there is absolutely no reason for anyone to buy any until they are fully out. No point selling any either, most of the time you actually can't if you wanted to.

[howdlep] 02/2/2024 10:00

Great news following on from the EAP launch RNS of 10/1.

There is a clear need to expand the trials and make it available to others from the comfort of their own homes.

[clocktower] 02/2/2024 08:53

Another $100k in the kitty, all good news F.

[festario] 02/2/2024 08:45

I thought FAB were already below the notifiable level. Oh well, we've only got another 7.5 million shares worth of pain to endure before we can hope for any news or any additional value on our investment. Trev will be well into his 80s by then.

[clocktower] 01/2/2024 10:14

Rising like the tide today F.

[howdlep] 01/2/2024 09:46

Yes that would be most welcome.

Alternatively, or whilst we wait, we should the receive the decision of the Office of Orphan Product Development (OOPD) regarding our Pediatric Rare Disease (PRD) designation request. This should be made by mid Q1, so maybe in the next couple of weeks. This assumes that no (or few) requests for additional information are received by the OOPD.

Personally, I think a real game changer could be the launch of an Expanded Access Program (EAP).

I quote from the recent letter to shareholders re the benefits:-

"The benefits of an EAP are multi-faceted, and I will touch upon a few
significant ones here. First, the agent itself is very stable and does not require special storage or handling. Thus, an oral agent that can be taken at home is an ideal candidate for executing an EAP.
Second, the EAP would make the agent accessible to patients throughout the U.S. and allow patients to obtain GaM who otherwise could not participate, due to proximity to MCW or the inclusion/exclusion criteria of the phase 1, etc. Based on the data obtained from phase 1, albeit limited, we believe the agent has potential benefit for these patients.
Third, additional data from the EAP would be obtained faster than the traditional phased trial pathway and would be considered “real-world-data” (RWD). RWD is
increasingly valued as it is a truer representation of the normal population of patients. RWD can also identify critical information, such as biomarkers, that can significantly influence the size, scope, and cost of subsequent phases. This data could then be used in a New Drug Application (NDA) to the FDA. In fact,
there have been agents approved by the FDA that relied solely on EAP data, and even more agents whose approval relied primarily on data obtained from EAPs. Finally, as part of the EAP, we will qualify a 2nd source of supply of GaM. This is an FDA requirement necessary for commercialization."

[festario] 01/2/2024 09:23

I know what news I'd prefer to see first. Revenues from sales and new contracts leading to a statement whereby this business will be cash flow positive during 2024. Either that or a bid for the IB arm of the business for 80p a share, from GE or Bayer. Neither will happen, but I can dream can't I?

[howdlep] 01/2/2024 09:08

A good start. Spread now 2.91 / 3.08

Remember FAB and TB cannot trade when news is about to drop. That assumes either wants to.

What news do you think will drop first?

[festario] 01/2/2024 08:42

It's not rising by the way. It's a false figure being displayed this morning.

[festario] 01/2/2024 08:41

4.06p mate.

[clocktower] 01/2/2024 08:40

F well if your still loaded and your average has not yet been reached, then I guess your not missing out as it rises again.

Good Luck.

[cliffv69] 31/1/2024 16:36

So FAB had to sell and TB had to convert just as the share price was gaining interest, liquidity and traction because the CLN's that expire in March? You seem to have a positive spin on everything and ignorance to the implosion caused by insiders. Buy more shares, get the share price up and watch the fireworks repeat themselves.

[howdlep] 31/1/2024 16:04

FAB had to sell to enable TB to convert the March expiring loan notes. Otherwise the company would have had to repay the cash.

If TB buys now he could be paying more than FAB sold at, as there are no more loan notes to convert. Note. there could a cross trade at the same price. The only benefit of that would be FAB having additional cash on their balance sheet and TB having more shares in his name.

[clocktower] 31/1/2024 15:56

Nibbling paying off F.

[cliffv69] 31/1/2024 15:51

Whether it's FAB or TB, it all ends up in the same pocket eventually. If TB buys now the price has dropped, wouldn't that be classed as purposely selling to manipulate the share price? After all, those CLN's didn't need to be converted straight after the spike did they? The company only gained a small sum for this. Tactically TB is either a genius or a car crash. All I can say is - wait for his retirement selling.

[howdlep] 31/1/2024 15:08

Cliff,
FAB aren't buying back. They sold on the open market in order to allow TB to exercise the loan note conversion, which took the the concert holding back up to near 30%. They have since sold further shares, leaving TB headroom for future corporate transactions.
Obviously, the FAB selling hit the share price causing it fall back as you highlighted.