Polarean Imaging Share Discussion Threads

[supernumerary] 04/12/2020 11:43

A quick glance at the shareholder list: implies to me that they won't allow themselves to be stiffed, so we should all do well from whatever's coming up.

How long did the Renx listing take?

[mr roper] 04/12/2020 11:39

Think Renx used Stifel for their Nasdaq listing. That’s what got me thinking along those lines. To get the price up we need to get US institutions in. The demand could be extraordinary if they continue to deliver.

[supernumerary] 04/12/2020 11:36

Well Stifel's a US company, so I'm tempted to agree with Mr Roper. This gives an idea of what they're about:

As an existing investor you always want them to wait for the next major value inflection point before raising, but the new investors always want the raise first so they can benefit.

A Nasdaq listing with a promise of near-term FDA approval would merit a much better price and the opportunity to raise funds without damage to existing holders, so it looks a rather attractive option to me.

[robbiekeane] 04/12/2020 11:11

New broker = Fund raise generally. but I'm sure in this case there will be a good story to go with it.

[loglorry1] 04/12/2020 10:24

Who knows supernumeracy. I don't think it will be US listing as too much going on. Fund raise should be after the FDA submission. Takeover possible but normally only change broker if there is a clash with someone doing due diligence. Could really be nothing also!

[mr roper] 04/12/2020 10:16

1 and 3 from your list imho.

[supernumerary] 04/12/2020 10:09

New broker usually signifies corporate action of some sort. Maybe:

- fund raise
- Bracco takeover
- US listing

Any thoughts?

[markstevenkirby80] 03/12/2020 15:00

A little top up

[fuji99] 03/12/2020 12:35

A proof that hyperpolarised xenon is very safe comapred to the conventional diagnostic tools (no radiations) and more accurate (excellent image resolution showing tiny details that are missed by other methods). This is going to be the next imaging revolution.

[waterloo01] 03/12/2020 09:21

Professor Wild, Head of Imaging and NIHR Research Professor of Magnetic Resonance Physics at University of Sheffield, said:"Hyperpolarised xenon MRI offers a unique means of imaging impairment to oxygen uptake in the lungs caused by COVID-19 infection and its after effects. In other fibrotic lung diseases we have shown the methods to be very sensitive to this impairment and we hope the work can help understand COVID-19 lung disease."

[mavern] 03/12/2020 06:45

From LSE board:

[richardjohn10] 01/12/2020 12:26

Decision by next Monday on fast track. A buying opp should they not get it id say.

[hamidahamida] 01/12/2020 09:59

POLX ON BBCCovid-19 could be causing lung abnormalities still detectable more than three months after patients are infected, researchers suggest. https://www.bbc.co.uk/news/health-55017301

[richardjohn10] 01/12/2020 09:17

Think it will get fast tracked?

[markstevenkirby80] 01/12/2020 08:21

Let's have it

[gregb] 01/12/2020 08:18

Good find.I note the Professor Wild's address is C Floor, Polaris.

[adorling] 01/12/2020 08:07

We are only 7 days away from the FDA ruling (must report within 60-days) on their “Fast Track” Licence status for #POLX.

[rambutan2] 21/11/2020 20:24

The Count and co, thanks for your comments re 4D Medical. I was listening to a podcast with a guy from Monash Uni talking about its spinouts and when asked to name a fave he said a company with next gen lung imaging...

A quick dig and discovery of 4D and I realised that, although only owning a few POLX, I hadn't done enough homework on possible competition. In fact none! As none of the stuff I'd read or listened to or watched had mentioned that there might be any out there. Doh!! Just when you think you've mastered this investment lark it's waiting to trip you up.

Some familiar themes on this presentation by 4D highlighting its "unique" tech:

[loglorry1] 21/11/2020 10:07

"More than 73.4 million diagnostic lung procedures are performed every year in the United States alone, including in patients with; asthma, COPD, acute lower respiratory tract infections, pulmonary tuberculosis, lung cancer and cystic fibrosis."

This confirms the massive addressable market.

[mavern] 21/11/2020 07:04

Just goes to show what FDA approval should do for our market cap when it comes along

[acuere] 20/11/2020 22:18

Yep, they already have FDA approval and would appear to be cheaper. But I feel you get what you pay for as they still require radiation. I’m obviously biased but I feel they would be more worried about Polarean than vice versa.

[the count] 20/11/2020 19:44

--->RAMBUTAN2

From the little I have gleaned so far, the 4D Medical process is more down to glorified computing, but still requires irradiating the individual with X-Rays, from various angles.

The Polareon tech looks to be far more specific and precise, being able to probe from the inside of the lung, up to the barrier at the alveolus (the lung blood interface) and also through that barrier into the bloodstream. And it does this via the use of MRI which is based on magnetism and not radiation.

If I have this correct, that to me is a massive difference.

Regards,

THE COUNT!

[mavern] 20/11/2020 18:30

Interesting comparison looking at 4D Medical. Their Market cap @ AUD 580M is 2.5 X Polarean’s market cap of GBP 116M (exch 0.50). At first glance our technology seems superior in a number of respects. Makes Polarean significantly undervalued IMO but I guess we already knew that :-)

[half fool] 20/11/2020 17:42

Yes rambutan 2, definitely a worry but I think Moat intact at present as much wider application of hyperpolarized xenon.