Polarean Imaging Share Discussion Threads

[aimsurfer] 22/1/2020 16:49

And we have people saying news is priced in. Here's director buying a decent chunk at almost all time high prices. Clearly management see much bigger value ahead.Strange that he waited until now to buy more, maybe didn't have the funds or thinking time to get cheap shares is quickly running out.I still wonder if we'll get take out after phase III results, there must be few parties willing to try their luck with speculative offers given our low market cap.

[adorling] 22/1/2020 16:16

RNS: The Company was notified that Dr Jonathan Allis, a Non-Executive Director of the Company, purchased 337,574 Ordinary Shares of GBP0.00037 ("Ordinary Shares") at an average price of 29.6 pence per share on 20 January 2020.

Following this transaction, Dr Allis now holds a beneficial interest in 1,877,574 Ordinary Shares, representing approximately 1.64 per cent. of the Company's issued share capital.

Very bullish another Director buying a significant amount before trial results are published!

[mcfly79] 22/1/2020 16:12

I assume the company is blind to the review process until the readout. Allowing directors to buy up until the readout.

[rhatton] 22/1/2020 16:10

Timing wise I wonder what that means in terms of the results but nice vote of confidence along with recent director purchases

[mcfly79] 22/1/2020 16:04

Nice vote of confidence!

[diversification] 22/1/2020 08:19

A positive phase III is certainty not priced in as capital allocation will insist on further de-risking of the product before further investment is made. This rise has been fed by a redistribution of stock from the overhang of the forced seller with less and less stock available as every day passes. It's current market cap for a company with a sustainable business model on FDA approval and recurrent revenue streams is yet to be priced in.However, just like STX in 2019 I would expect a similar continued move towards 100p prior to FDA approval, approval that is highly likely given the head to head that it is competing with.

[loglorry1] 22/1/2020 08:14

A pull back certainly possible but in the bigger picture it's irrelevant. With FDA approval it will be multiples of where it is now. The chances of approval very high. Clearly even to a layman the medical drug/device is non inferior to what its up against.

[mcfly79] 22/1/2020 08:11

Difficult to tell but I don't think a positive phase III result is priced in even with the rise. POLX is still only valued at £34m - that would be very little for a company with a successful phase III result.

It's a huge step in setting the company up for a sale down the road to a large equipment manufacturer. Blue Earth Diagnostic followed a similar path and were acquired for $450m (ten fold where POLX are now).

I think we'll see a strong rise on a positive result.

[john henry] 21/1/2020 22:33

FDA approval isn't priced in, however a positive read out probably is short term.

[bigbarry] 21/1/2020 22:18

Is the fda approval already priced in?.

[diversification] 20/1/2020 09:53

Lots of buys being reported as late reported sells.

[loglorry1] 20/1/2020 09:47

For once I think Justin has a point. With good read outs there is no reason why this shouldn't be a lot higher. There is a lot of potential here and the risk of FDA not giving approval is so small.

The reason is that it just needs to show that it is non-inferior. The fact it isn't radio-active so can be used in so many more cases is surely proof of that alone but there is a lot more too like 3D vs 2D etc.

[desertrat13] 20/1/2020 09:16

Justin the clown getting excited on twitter,he must be nearly ready to hit the sell button,he won’t hang round for the trial results,he will expect you lot to though,that’s what he always does.

[adorling] 17/1/2020 18:53

We are rapidly approaching the all time high at 29.25p and if that goes before the trial results are read then we can expect explosive growth on positive results (which should be the case since they have already done there own comparative mini-trial). Seriously see this surpassing 80p-110p this year.

[loglorry1] 16/1/2020 12:17

This has all the hallmarks of the share price trend of STX from 2019. I honestly can’t believe how under the radar this stock is and it’s one to tuck away.

Yes and STX is c£200m market cap. That would take POLX to about 200p/share.

[loglorry1] 16/1/2020 12:11

@rHatton yes its 27.85 to buy 10,000 on the RSP. 27-28. 27.05 to sell in same size.

I don't think this is one to be too penny pinching. If all goes to plan it will be multiples of today's price. Obviously there is risk but I think at this price there is very good upside for relatively small risk.

[rhatton] 16/1/2020 12:00

Anyone have level2 here?

[diversification] 16/1/2020 10:49

This has all the hallmarks of the share price trend of STX from 2019. I honestly can't believe how under the radar this stock is and it's one to tuck away. The razor/blade analogy is very appropriate for this stock as it grows it's revenue streams at 100% ownership rather than diluting ownership of revenue by licensing out to big Pharma. While this maybe likely for China. It's potential as an aim investment is as good as I have seen for a very long time. I only wish I had found it sooner.

[aimsurfer] 16/1/2020 10:30

Getting quotes to sell large chunks, someone hoovering up.

[john henry] 16/1/2020 10:15

Solid buying, however obviously a massive supply overhanging the market.

[loglorry1] 13/1/2020 13:37

@YASRUB not really my type of thing but I do like what they have and it could be transformational for for medicine in this area.

What I find most attractive is that it will obviously be much higher after FDA approval. The risk of non-approval is very low because it is a medical device and the
test is non-inferiority with a device which is plainly very poor in comparison.

So what's it worth with FDA approval? It's very hard to say but I'd guess a lot more than it trades at now.

[aimsurfer] 13/1/2020 11:33

Looks very encouraging with recent buy's. I personally feel the biggest risk here is phase III trials and we know how good the odds are there.You can't expect big money or bids for the company to come in prior to phase III results. Too much risk in that for them.Once the result are out I would expect Polarean to start receiving serious interest.Multi billions revenue imagining companies with already established sales channels should be all over Polarean, for them it's a not brainer to expand revenue and their product offering to existing clients. Broker notes did tease us with industry partnership and collaboration forecast. So it's on the companies path projection. I suspect eventually we'll either we enter in partership with a major player or get taken over by them.The CEO know the long term plan and potential and keep buying more shares. That says it all to me.