Poolbeg Pharma Share Discussion Threads

[chica1] 19/9/2024 15:26

Says who..???
Oral Encapsulation is pre-clinical!There's absolutely no data points.

Where are you getting your information from or are u just trying to deceive the forum?

[pogue] 19/9/2024 14:42

LFDKMP
investors now have lack of patience or lack of knowledge in the company. Still have phamas looking a POLB001 as the RNS says they have moved forward with the testing of the cancer drugs and POLB001 in vivo animals. Oral encapsulation will be tested this year so it will be up for sale for using with obesity drugs next year, big market there.

[sikhthetech] 19/9/2024 10:53

Owenski

"Have these earned any actual money yet and is Jeremy still using the adjective - 'exciting' in every other word."

There you go, results over, coming up with the SAME reasons I've warned about before.
Pump over, so reasons to pull wool over reader's eye's sell, eh 1gw's mate Owenski




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.

[lfdkmp] 19/9/2024 09:52

Guess the market is signalling its evaporating patience here.

What's the opposite of a "hot" stock.
(No answer required from the NYPD singers) :-)

[chica1] 19/9/2024 09:21

Where does Jeremy say 2 pharma's are looking to partner?
Is that what Friel said in his private audience at the Telegram Group?

Remember back in the day when he said Google,Fitbit,Microsoft were looking to partner for access to Disease in Motion's data?

Getting very tired of Jeremy's 'Very Excited' repetition myself.

[pogue] 19/9/2024 08:18

Owenski
Taken in a few million in grants but nothing earned. Have you invested in early stages drugs before? Revenue is not the issue it's selling/partnering the drugs which will shot this up. In the RNS yesterday there was progress via testing in vivo on animals of POLB001 with the cancer drugs supplied by 2 pharmas who are looking to partner that's very positive. Plenty of other progress too if you read it

[owenski] 19/9/2024 07:33

Have these earned any actual money yet and is Jeremy still using the adjective - 'exciting' in every other word.

[sikhthetech] 18/9/2024 14:58

As to patents, they need to prove they work, otherwise it's hope value.
£49m mcap with NIL revenues and jam tomorrow.




sikhthetech1 Aug '24 - 15:31 - 3507 of 3561 Edit
Chica
"I said patents aren't worth didly squat unless the Actual Technology works."

Absolutely. Correct.

Even when companies have patents, where there's huge demand, other companies will try and find a way around and enter the market, as I proved with Byot. Ask 1gw and his mates how Byot crashed and became delisted due to the red flags I warned about.


With drugs there's a lifespan for patents. Generics appear all the time to compete with Brands.


sikhthetech - 24 Feb 2021 - 12:09:17 - 7693 of 12948 BYOTROL-CAN
supernumerary
"The need for cleansers and disinfectants really isn't going away:"


The point isn't whether there will be any demand but the huge demand during the initial stages of the pandemic won't be there as other other companies adapt and enter the market. Therefore, competition and supply increases.

[chica1] 18/9/2024 11:14

Hope you're not getting you information from Cathal Friel.
I suggest if you are take it with a spoonful of salt..

[sikhthetech] 18/9/2024 10:29

"Poolbeg had a cash balance of £10.1 million as at 30 June 2024. The loss for the period amounted to £2.3 million (H1 23: £1.8 million) comprised of R&D expenses of £0.7 million (H1 23: £0.9 million), administrative expenses £2.1 million (H1 23: £1.4 million), and tax rebates and other income & charges of £0.6 million (H1 23: £0.5 million). "


As expected, Cash & admin costs as predicted. My predictions £10m & £4m pa (cash & admin costs) compared to £10.1m & £4.2m reported.


Revenue NIL. Increasing losses, increasing admin costs.

I think they need a placing, as per my previous comments. The question is whether it will be a discounted placing and how deep that discount will be.





sikhthetech - 29 Aug 2024 - 16:21:17 - 3529 of 3555 Poolbeg Pharma - POLB
Pogue
"They have more than enough cash for 2 years "

Have they? Have you looked at the cash position and cash burn?
I think there will be a placing by H1 2025.



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.

[pogue] 18/9/2024 10:14

My typing was a bit rushed had a meeting to prep so my post should have read 'I assume you are not invested'.
Anyway sugar coating are what CEOs are paid to do. If you want real info and are good at talking, I suggest going to an event and speaking to CEOs I do it regularly, am going to one tomorrow night, and you can get amazing information from how they answer a question if set correctly. Its an artform kind of like interrogation. Lots can be deduced from tone, body language and avoidance of points.
In the case of POLB I see massive positives which I highlighted and these are in the short term. Highlighting minor negatives further down the pipeline is pointless as the company's share price will be decided on POLB001 and encapsulation in the short term and both are moving forward, I expect POLB001 to have the in human trials with cancer drugs soon and encapsulation should be up for sale/partnering in the New Year after human trials. If you are investing these are the points to focus on as those are what will give the share price a massive lift. If you are not invested then looking at the negatives and trying to spin them out as massive problems is what you do but you wont make money that way.