Netscientific Share Discussion Threads

[loafofbread] 24/9/2023 08:44

Assume we will have NSCI interims this week?

[loafofbread] 15/9/2023 09:43

As far as I can see from the latest PDSB presentation, they have 10 news releases before year end, and that's the ones we know about.

[kingston78] 13/9/2023 13:37

In my opinion, Q-Bot will be bigger than the entire NSCI Group one day as a sustainable standalone business.

[blakieboy7] 13/9/2023 08:52

I'm looking forward to the October updates from PDSB

[loafofbread] 13/9/2023 08:14

So another £1M+ to add to the pot and no one notices!

£22.5M vs £14M M Cap

I do think that PDSB will hit the $1B valuation, $25+, if the readouts continue to impress.

It is not just one drug but the whole platform that will come through.

That will add £20M+ to our valuation and take us over £2.00.

Add in the rest of the investments and 60p is just crazy. If Glycotest comes in you are looking at £3, £4 or £5 a share.


So far I have from the latest results and recent RNS.


Vortex £3M
SageTech £1M
QBot. £3M+. Now £4M+
PDSB. £6.5M (@ $6.00)
DNAME. £1M
Cytrovale £1M
EMV. £5M (Premiums being paid everywhere for fund /asset managers)
Cash. £1M

Total £21.5M vs MCap of £14M .Now £22.5M

The ones above have real world values and are worth more than our Market Cap.

Glycotest is valued at another £11M in the books. Sale/fund raise before end of year.

Proaxis is valued at another £3M + in the books. Sale/fund raise before end of year.

Plus another 25 investments.

Insane value.

[weatherman] 13/9/2023 07:48

Judging by the Energy Bill, QBot will become increasingly important.

[blakieboy7] 13/9/2023 07:42

NSCI are really going for it with QBot

[loafofbread] 06/9/2023 19:15

PDS0202 Universal Influenza Preclinical Ferret Data to be Presented in Oral Lecture at 9th ESWI Conference
06/09/2023 1:00pm
GlobeNewswire Inc.

PDS Biotechnology (NASDAQ:PDSB

Wednesday 6 September 2023

PDS Biotechnology Corporation (Nasdaq: PDSB) (PDS Biotech or the Company), a clinical-stage immunotherapy company developing a growing pipeline of targeted cancer immunotherapies and infectious disease vaccines based on the Company’s proprietary T cell activating platforms, today announced that data from preclinical studies in ferrets of PDS0202, the company’s universal influenza vaccine utilizing proprietary COBRA (computationally optimized broadly reactive antigen) hemagglutinin (HA) flu proteins, will be featured in an oral lecture at the European Scientific Working Group on Influenza (ESWI) Conference. ESWI is being held September 17-20, 2023, in Valencia, Spain.

Abstract Title: Influenza pre-immune ferrets vaccinated with computationally optimized recombinant HA proteins generate sero-protective antibody responses against H1N1 and H3N2 viruses from the last decade.
Presenting Author: James Allen, PhD, Cleveland Clinic, United States of America
Session Title: Future vaccination strategies SCS09
Lecture: Tuesday 19 September; Time 14:10-15:45 (CET)

About PDS Biotechnology
PDS Biotech is a clinical-stage immunotherapy company developing a growing pipeline of targeted cancer and infectious disease immunotherapies based on our proprietary Versamune®, Versamune® plus PDS0301, and Infectimune® T cell-activating platforms. We believe our targeted immunotherapies have the potential to overcome the limitations of current immunotherapy approaches through the activation of the right type, quantity and potency of T cells. To date, our lead Versamune® clinical candidate, PDS0101, has demonstrated the ability to reduce and shrink tumors and stabilize disease in combination with approved and investigational therapeutics in patients with a broad range of HPV16-associated cancers in multiple Phase 2 clinical trials and will be advancing into a Phase 3 clinical trial in combination with KEYTRUDA® for the treatment of recurrent/metastatic HPV16-positive head and neck cancer in 2023. Our Infectimune® based vaccines have also demonstrated the potential to induce not only robust and durable neutralizing antibody responses, but also powerful T cell responses, including long-lasting memory T cell responses in pre-clinical studies to date. To learn more, please visit www.pdsbiotech.com or follow us on Twitter at @PDSBiotech.

[loafofbread] 05/9/2023 17:35

50k of straight buys today.

Happy to take that.

[blakieboy7] 05/9/2023 09:50

Not sure about that Loaf but NSCI price has been depressed for quite a while

[loafofbread] 05/9/2023 09:21

40K of straight buys.

Pre warning of a PDSB news release or something else?

[loafofbread] 28/8/2023 22:40

I do think that PDSB will hit the $1B valuation, $25+, if the readouts continue to impress.

It is not just one drug but the whole platform that will come through.

That will add £20M+ to our valuation and take us over £2.00.

Add in the rest of the investments and 60p is just crazy. If Glycotest comes in you are looking at £3, £4 or £5 a share.


So far I have from the latest results and recent RNS.


Vortex £3M
SageTech £1M
QBot. £3M+
PDSB. £6.5M (@ $6.00)
DNAME. £1M
Cytrovale £1M
EMV. £5M (Premiums being paid everywhere for fund /asset managers)
Cash. £1M

Total £21.5M vs MCap of £14M

The ones above have real world values and are worth more than our Market Cap.

Glycotest is valued at another £11M in the books. Sale/fund raise before end of year.

Proaxis is valued at another £3M + in the books. Sale/fund raise before end of year.

Plus another 25 investments.

Insane value.

[loafofbread] 28/8/2023 22:34

Since Fridays close PDSB has added about £1M to our net worth.

Not sure how much longer the market can ignore the PDSB part of our market cap?

[loafofbread] 24/8/2023 07:25

Lets hope when everyone is back from holiday this one gets a bit of deserved attention.

Results less than a month away.

[blakieboy7] 23/8/2023 17:16

PDSB up over 10%

[1gw] 17/8/2023 17:56

A phase 3 registrational trial involving 90-100 clinical sites sounds like it might be long and expensive. Have they given any indication when topline or interim results might be available?

PDSB's 10-Q reads as though they expect to continue financing operations through equity and/or debt issue, rather than looking for a big up-front (and ongoing funding) from a licensing agreement (although they do mention the possibility of selective partnering). Have they given any rationale for this approach?

"We plan to continue to fund our operations and capital funding needs through equity and/or debt financings. However, we cannot be certain that additional financing will be available when needed or that, if available, financing will be obtained on terms favorable to us or our existing stockholders. We may also enter into government funding programs and consider selectively partnering for clinical development and commercialization."

[blakieboy7] 17/8/2023 15:58

That's exactly what I'm referring to! And the start of a phase 3 trial

[1gw] 17/8/2023 15:18

3 data readouts (if that's what you're referring to) should be exciting and provide plenty of volatility.

If the data is good and the price spikes, I would presume they will sell new shares into the strength, which will tend to bring the price back down. Their shelf filing became effective in September last year and they have used it as follows:

"For the year ended December 31, 2022, we sold 1,238,491 shares of our common stock with a net value of $9.9 million pursuant to the Sales Agreement. During the three and six months ended June 30, 2023, we sold 43,169 shares of our common stock with a net value of $0.2 million and 576,462 share of our common with a net value of $4.8 million, respectively, pursuant to the Sales Agreement."

So that looks like a lot of shares at around $8/share average in 4Q, quite a lot of shares at $8.63 in 1Q and not very many at around $5 (but $0.2m not precise enough to get a good number here) in 2Q. So they managed to capture quite a bit of the big spike covering 4Q and 1Q, but the 2Q spike was perhaps too brief to allow them to get many shares away at the higher price.

PDSB:

free stock charts from uk.advfn.com

[blakieboy7] 17/8/2023 14:44

1gw, my advice would be to watch PDSB very closely in October

[1gw] 17/8/2023 13:41

Not yet a holder, but an interested observer.

I keep reading these comments that PDSB is up but NSCI isn't following. If you look at PDSB vs NSCI you see they broadly track (over say 2 years) but PDSB is a lot more volatile. On a year-to-date basis, NSCI is materially outperforming PDSB.

It might be reasonable to think that PDSB is driven up by positive data releases and driven down by concern that they will need more funding (including use of their shelf registration to issue shares "at the market" (ATM) from time to time). To some extent spikes in PDSB may be self-correcting as the company takes advantage of spikes to use their ATM facility and issue shares to satisfy demand around positive data releases. This self-correction mechanism may be one reason why investors don't seem to try to arbitrage PDSB spikes by buying NSCI and driving that price up in line.

PDSB's last quarterly report, 10-Q, showed $61m of cash and $23m of debt at 30th June. Debt is at prime rate + 5.75% (so not a low rate of interest!) as I read it and "Payments on the principal balance begin on October 1, 2024". The cashflow statement showed them using $18m of cash in operating activities in 1H. They have guided to having sufficient cash to last 12 months.

2 year chart (NSCI in red, PDSB in blue)

free stock charts from uk.advfn.com

YTD chart

free stock charts from uk.advfn.com

[blakieboy7] 17/8/2023 13:02

What is going on with this stock? Down again?!

[loafofbread] 16/8/2023 19:39

PDSB up 30% in 3 days and we have actually gone down!

Something has to give.

[blakieboy7] 16/8/2023 17:55

PDSB up another 7%

[blakieboy7] 16/8/2023 13:28

October is going to be a very exciting month for PDSB data

[blakieboy7] 16/8/2023 13:27

Another PDSB RNS today - https://www.stocktitan.net/news/PDSB/pds-biotech-announces-data-from-immunocerv-phase-2-trial-5pk874kkgl51.html