Poolbeg Pharma Share Discussion Threads

[chica1] 10/1/2025 19:03

Wow Peter you were right some pump and dump

[chica1] 10/1/2025 17:09

Well $2.81 is the price that was quoted in prospectus

[peterrr3] 10/1/2025 17:08

Well done trader. Let's see if it can hold any of these gains

[chica1] 10/1/2025 17:06

Some move..
Happy to have a few of both see what materialises

[peterrr3] 10/1/2025 17:04

Don't forget only 10m shares up for grabs Chica so actually a reasonable throughput today.

[protrader3] 10/1/2025 17:03

Little pump and dump. Quick 20 percent profit for myself. Thank you very much. Easy money.

[chica1] 10/1/2025 17:01

Very thin trading,who knows

[peterrr3] 10/1/2025 16:54

Looks like a pump and dump with Hook but given it is tightly held and most of the holders are 90% down so might as well stay, who knows.

[chica1] 10/1/2025 16:41

So many small trades and I only bought less that 10k

[peterrr3] 10/1/2025 16:35

Looks like good timing Chica

[chica1] 10/1/2025 16:34

I eventually got what I needed of HOOK under $2

[sikhthetech] 10/1/2025 15:42

"Poolbeg have shown that they’re very effective at running their capital light model still having £10.1m cash 3 years post IPO and the management team have turned around loss making companies before like hVIVO."

I don't agree.
3 years ago, they raised £25m and as per my est, as of end of 2024, have c£8m left.



sikhthetech - 07 May 2024 - 12:14:12 - 3275 of 3439 Poolbeg Pharma - POLB
Placing by H1 2025, ie by end of June next year.

3 years ago they raised £25m

"Oversubscribed fundraise which resulted in an increased raise from £20m to £25m despite some investor scale back"



Last week, they said they have £12.2m cash remaining, as of Dec 31st 2023. That balance figure is 4 months old.

" Cash balance of £12.2 million as at 31 December 2023"



Their admin costs have been increasing and with the new recruits, I think admin costs are now likely to be around £4m pa.

Therefore, as of H1 end 2024, end of next month, I think they will have around £10m cash.

They have had NIL revenue over the past 3 years.

I, therefore, think they will need a placing by end of H1 next year.

[chica1] 10/1/2025 15:09

Bossy,wouldn't worry about Pogue you're already red boxed I guess.

[peterrr3] 10/1/2025 14:25

Sorry realised I should have clarified this was re my Hook holding

[peterrr3] 10/1/2025 14:24

Some good points Burton, but if Hook receives the next milestone I recoup 50% of my investment and still get the upside of any retained funds so it's a risk I will take, with no additional downside risk if the merger goes ahead without the milestone being met.

[burtond1] 10/1/2025 13:55

Seems a little confusion around this deal for @PoolbegPharma ?For what it's worth, here is my take....I see some peoples strategy is to sell #POLB and buy Hookipa to get the CVR. This is an obvious strategy BUT in my opinion a potentially dangerous one!! Hookipa is loss making, though it is clear that with the Poolbeg influence they are doing a massive headcount reduction. No way Hookipa could raise the 30m fundraise PIPE without the Poolbeg team and the Poolbeg deal on the table. If the Poolbeg deal doesn't go ahead then Hookipa share price is likely to drop considerably lower than where it is now. With me so far??! Poolbeg have shown that they're very effective at running their capital light model still having £10.1m cash 3 years post IPO and the management team have turned around loss making companies before like hVIVO. I think the best route would to be not overly risky and simply wait a few weeks and invest in the $30m fundraise as a I expect most existing Poolbeg shareholders would be offered the possibility to participate.  By doing it this way, you are not exposed to the risk of the deal going ahead or not and you still see the benefits of 45% of the $400m+ milestone payments which stay with the combined company.#Simples

[sikhthetech] 10/1/2025 13:33

Bossy raises some good points, many of which reflect my own opinions.

Best to counter opinions than stick your head in the sand, which is what the rampers on HVO and here have been doing and prefer any gullible PIs to do.

I see HVO is down and newsflow there has been as predicted.

[bossyboss] 10/1/2025 13:27

Chica , point taken regarding the ego , it's a monster !
I've behaved badly for 2-3 months and I humbly apologise to those I've offended , especially Pogue .Wish you all nothing but good things .❤️

[peterrr3] 10/1/2025 13:25

I agree with Chica Bossy, get back in this sandpit and bring your toys with you!

[chica1] 10/1/2025 13:07

Bossy..I prefer you to be here than most of them.
U have some good insights,maybe tone down the ego😁

[toby hall] 10/1/2025 12:30

I was hoping the macd was going to cross today, on the daily, but it seems to be running out of steam.
Have put a cheeky order in, to fill the gap circa 4.86

[peterrr3] 10/1/2025 12:10

Pogue I think it is important there is a balance of views on these forums. For the record I hold Hook and Poolbeg in the cost ratio 2:1 and am up on both so am actually cheering from the sidelines any positive development.

[chica1] 10/1/2025 11:33

Yes Peter..no need for diplomacy,Pogue is anal he'll probably filter you anyway for your alternate views.
Obviously you are right,they'll own alot less

[peterrr3] 10/1/2025 11:12

Thanks Pogue, but I think Gilead's ownership of Hook will be less not more on completion of the merger and fundraising. Please refer to this morning's amending RNS. They are contributing under the original deal they had with Hook, which did not contemplate diluting through Poolbeg.

[pogue] 10/1/2025 10:10

peterrr3
do you not think getting a phase 2 trial for POLB001 is a massive positive? Considering Gilead has a 19.4%, soon to be a lot more, holding in HOOK and it has 2 drugs that have CRS side effects. Clearly POLB001 has a buyer if it passes phase 2 and a buyer who has doubled down by investing more into the company that holds POLB001.
I am happy to call a truce but dont make up stuff going forward.