Poolbeg Pharma Share Discussion Threads

[pogue] 01/7/2024 19:13

burtond1
the clue to move along that article's info is that JS has said they have already been given the cancer drugs with which to run the test with POLB001. Cost of said drugs are £millions according to JS. Seems the 2 pharmas are keen to move forward and all POOLB001 has to do is prove it can stop CRS which it has done before. Now how long is it till the trials if they already have been gifted the drugs and who do you think will pay for the trail considering if POLB001 works it will make their cancer drugs hugely more valuable as the dangerous side effect will be reduced dramatically? The fact there are 2 pharmas suggests a bit of competition as well, always good.

[pogue] 01/7/2024 19:06

chica
I unfiltered to see what you were saying. Was a waste of time all off what you have written is clueless nonsense if you actually believe that then you are stupider than I thought. Do some research before opening your mouth and removing all doubt that you are a clown.
Back on filter waste of time reading that garbage.

[chica1] 01/7/2024 18:06

Upto 9 years to get a cancer drug to FDA approval..Now I know POLB001 is treating inflammation not cancer but Cancer patients are immuno suppressed so it'll have to be highly tested.

《《Conducting trials of new drugs and treatments goes to the heart and soul of Winship's mission to turn scientific discoveries into therapies that help cancer patients. The trials are painstaking. It can take nine or more years from the first time a new anticancer compound is tested in a lab, to the point when the U.S. Food and Drug Administration (FDA) grants permission to market it as a drug.

The 21st Century Cures Act signed at the end of 2016 proposes to speed up the FDA's drug approval process. But can that happen without sacrificing safety? How do we, the lay public, evaluate the proposed changes?》299;



hxxps://winshipcancer.emory.edu/magazine/issues/2017/spring/features/how-cancer-drug-gets-to-market/index.html#:~:text=The%20trials%20are%20painstaking.,market%20it%20as%20a%20drug.

[chica1] 01/7/2024 17:42

Problem is POLB001 is now pre clinical(because of the U-turn to target Cytokine Release Syndrome) and is years off no matter how enthusiastic management is!
They keep insinuating that they are replicating the Amryt model.That's not easy as Amryt got lucky with Aergerion going through bankruptcy and had an FDA approved revenue generating drug called Lojuxta that they received the European rights to.

Even if they do a deal with Silk Road their candidate for Behçet's Disease still has to go through Phase 3 trials.Phase 3 trials are expensive!

[burtond1] 01/7/2024 17:36

Poolbeg Pharma's POLB 001 was featured in the introduction of the latest Drug Discovery World Global Cancer Research Guide, which outlined it as an exciting clinical development in addressing cancer immunotherapy-induced CRS, with potential to enable broader use of cancer immunotherapies in an outpatient setting.Link below : https://www.linkedin.com/posts/poolbeg-pharma_polb-oncology-activity-7212375747364036608-usaE?utm_source=share&utm_medium=member_desktop

[pogue] 01/7/2024 16:20

peterrr3
you are one of the few posters here I have not filtered, yet, so I see your posts.
Have you done any research on the company of just firing from the lip here?
Try listening to the last presentation, as an investor I would have hoped you have at least listened to that, and the Q&A at the end.
Its all spelt out there what is coming. Clue is cancer and 2 pharmas. As for funding why are you suggesting they need cash they have plenty and will partner up for any expensive trials that is the company model. Again have you done ANY research?

[peterrr3] 01/7/2024 15:23

I think you will be waiting a while. I figure announce income acquisition, talk it up over couple of months to try shift the share price, pass the hat around b4 Xmas shut down.Or no acquisition, need to fund a phase 2 to get pharma properly interested. Do it on the cheap in Turkey but still need to pass the hat around.

[baldrick1] 01/7/2024 07:49

You're talking about my short-term trading range. My big trades will come on the placing date when it comes ..I hope soon.;)

[peterrr3] 30/6/2024 07:55

I don't know why you bother Baldrick, so few on this forum and they all know you buy north of 12.

[baldrick1] 28/6/2024 11:53

It could be 8-10p for any future placings .Worth to be patient and trading.

[baldrick1] 28/6/2024 10:56

Sold out 50000.

[sikhthetech] 27/6/2024 14:09

Peterr,

"they know progressing the in house pipeline alone would blow the cash with not much to show"

I think they will have around £10m end H1, which is this week.

Not long to go before we find out.


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.

[peterrr3] 26/6/2024 06:41

Burton that's the one linked and commented on below

[burtond1] 26/6/2024 06:02

New POLB presentation worth a look https://m.youtube.com/watch?si=SWo5yOoQxRs-gyd1&v=A15wwpCbZAs&feature=youtu.be

[peterrr3] 25/6/2024 19:36

I'll eat my words from my last post, still giving plenty of air time to the last conference as meaning anything.My takeaway, they know progressing the in house pipeline alone would blow the cash with not much to show so are looking to buy in to someone even shorter of money but further along the commercial path. Then they can ramp that up and use the cash to fund the pipeline. 6 year timeframe from getting the cash producing asset to divestment was seen as fast track. Got to laugh at the Q and A expecting a POLB deal delivering cash in weeks.So I reckon they're doing as little as possible on in house development and may need to pass the hat around, sferre a good pump of course.

[chica1] 25/6/2024 14:24

Yep what I take from that Podcast is there's along long Expensive road ahead.
POLB001 was in Phase 2 trials for severe influenza but with the U-turn to treat Cytokine Release Syndrome everything is back to Pre-Clinical.We're back to an Angel Investor scenario.

It'll be interesting to see how much cash they burn this year.

[tomps2] 25/6/2024 12:23

Poolbeg Pharma (POLB) Investor presentation - June 2024

Poolbeg Pharma Chief Executive Officer, Jeremy Skillington PhD and Chief Business Officer, David Allmond present an overview of their current programmes and opportunities, focussing on POLB 001, their oral delivery platforms, exclusive option agreement and their AI-powered research using human viral challenge data, followed by a Q&A session.

Watch the video here:

Or listen to the podcast here:

[peterrr3] 21/6/2024 09:51

Indeed Baldrick, I think they know talking about attending the latest conference is past its use by date as a meaningful update.

[baldrick1] 21/6/2024 07:38

Posting buying at 11p if no pumping news arrived n the next two weeks.

[baldrick1] 21/6/2024 07:33

Starved of pumping news ???

[baldrick1] 19/6/2024 14:12

Is mucho expecting me to post here buying at 12p??

[1gw] 17/6/2024 10:44

It's written as though it was meant to be issued on 13th June (as it should have been), so looks like there was an administrative problem.

[inaminute] 17/6/2024 10:13

RNS published

[1gw] 14/6/2024 13:11

What's happened to the "Result of AGM" notice then?

[peterrr3] 12/6/2024 12:11

Maybe and yes Horse. But at this stage in the pharma cycle all it needs is hot air to rise. If it had a product and no revenue I would be more worried.