Syncona Share Discussion Threads

[alan@bj] 03/9/2017 08:24

According to today's Sunday Times, Nightstar's Nasdaq float could have an estimated value of $250m (£193m).

[rambutan2] 02/9/2017 13:58

Yes, they're not hanging around.

[ltinvestor] 01/9/2017 12:27

Syncona own 55% of Nightstar with a present fund valuation of £35m.

[luxaeterna1] 01/9/2017 10:51

Boom - Nightstar (partially owned by Syncona) is applying for Nasdaq listing. Could be interesting. Modest valuation to begin with by the sounds of things?

[alan@bj] 24/8/2017 10:26

Have you received the scrip dividend yet?

[audigger] 05/8/2017 08:38

I think I will buy more of these next week. I also like the fact they are giving us some additional shares. Whilst it's difficult to put a vale on the potential, if a few more companies get to full commercialisation then, as per Blue Earth, we could see quick uptake and associated increases in revenue.

[luxaeterna1] 05/8/2017 07:46

hxxp://www.blueearthdiagnostics.com/blue-earth-diagnostics-appoints-m2i-manufacture-distribute-axumin-ireland/ first product rolling out fast across Europe

[ltinvestor] 01/8/2017 07:43

Bought 100k yesterday as a long term lockaway.The future looks bright for this company imo.

[luxaeterna1] 10/7/2017 15:58

Cheers Alan, I'd like to think that Blue Earth will ramp up revenue significantly this year, now that our first product is legal in both EU and US.

[alan@bj] 10/7/2017 15:50

luxereterna1 - You can find the info if you click on the Financials tab at the top of this webpage, and scroll down a bit. It says:-

Announcement Date: 06 Jul 2017
Final: 2.30p
Record Date: 20/07/2017
Ex divi date: 21/07/2017
Payable: 23/08/2017

[luxaeterna1] 10/7/2017 13:32

Is the dividend payable in August @2.3p? I couldn't quite see that clarified anywhere

[rambutan2] 07/7/2017 04:01

Well worth listening to the results presentation webcast:

[audigger] 06/7/2017 08:23

Impending results perhaps...? I find the narrative excessively verbose!

[davidlloyd] 05/7/2017 08:07

In auction this morning- no RNS so what is the word on the street.....??
Interested to see what's up.

DL

[rambutan2] 30/6/2017 18:48

New funding round and write up for NightstaRx:



And May factsheet:

[audigger] 31/5/2017 19:36

Well I'm on board. Lots to like about the business model, focus on UK innovation and charitable aspects of returning a proportion of NAV. I also like the fact the compared to investing in a single company, the risk is more balanced across a portfolio of opportunities. Having lost some good money on life science start-ups that ran out of cash and/or had bad trials results, balancing risk is appealing. I guess the tricky bit is how to judge the potential upside in share price with diverse portfolio where one has to expect winners and losers. It matters not so long as the trend is upwards!

[rambutan2] 23/5/2017 08:36

Blue Earth receives above mentioned approval for Europe:

SynconaBlue Earth Diagnostics achieves EMA approval on Axumin
Syncona Ltd ("Syncona"), a leading healthcare company focused on investing in and building global leaders in life science, is pleased to note that its portfolio company Blue Earth Diagnostics has received confirmation of approval of its product AxuminT (fluciclovine (18F)) ("Axumin") by the European Commission. This follows the announcement on 24 March 2017 that the Committee for Medicinal Products for Human Use had made a positive recommendation for Axumin to be granted marketing authorisation.

The approval means that Axumin is now authorised to be sold in all European Union member states as well as Iceland, Liechtenstein and Norway. Axumin will initially be commercially available in Norway, with roll-out to additional countries planned in 2018. Syncona holds a 90 per cent interest in the share capital of Blue Earth Diagnostics.

[rambutan2] 25/3/2017 00:49

Quite exciting:

Blue Earth Diagnostics achieves positive CHMP opinion on Axumin

24 March 2017

* Axumin receives positive opinion from the European Medicines Agency's
Committee for Medicinal Products for Human Use, a key milestone in securing
European approval

* Positive progress in the USA market following the commencement of sales of
Axumin in August 2016

* Syncona's investment in Blue Earth Diagnostics written up from GBP83.5
million to GBP109.01 million adding GBP25.5 million (3.9p per share) to Syncona
Ltd's NAV

Syncona Ltd ("Syncona"), is pleased to note the announcement by its portfolio
company Blue Earth Diagnostics Limited ("Blue Earth") that the Committee for
Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA)
has issued a positive opinion recommending that Axumin be granted marketing
authorisation in the European Union. Syncona holds a 90 per cent interest in
the share capital of Blue Earth.

The recommendation is for Axumin (fluciclovine 18F) use in Positron Emission
Tomography (PET) imaging to detect recurrence of prostate cancer in adult men
with a suspected recurrence based on elevated blood prostate specific antigen
(PSA) levels after primary curative treatment. This is an area of significant
unmet need.

A CHMP positive opinion is a key step in achieving approval to sell Axumin in
the European Union. The opinion on Axumin will now be reviewed by the European
Commission, which has the authority to approve medicines for the European
Union. The final decision is expected in the coming months and would be
applicable to all European Union member states as well as in Iceland,
Liechtenstein and Norway.

Axumin was approved by the Food and Drug Administration (FDA) in the United
States of America in May 2016, and sales commenced in August 2016.Since this
time the business has continued to make good strategic and commercial progress
in the region.

The positive opinion of the CHMP, coupled with good progress in the USA, has
resulted in Syncona's investment in Blue Earth being written up to GBP109.01
million, a GBP25.5 million (3.9p per share) uplift to the last published
valuation of GBP83.5 million.

Syncona Investment Management partner and Blue Earth director Iraj Ali, said,
"In the three years since formation Blue Earth has successfully delivered to
the US market a product with the potential to transform how patients with
recurrent prostate cancer are treated. It is now a significant step closer to
doing the same in Europe, which is testament to the efficacy of the product,
hard work of the team and the strength of Syncona's long term partnership
model."

Blue Earth chief executive, Jonathan Allis, said, "The CHMP's positive
recommendation for Axumin is a major advance for Blue Earth. We now look
forward to working with our commercial manufacturing and distribution
associates to be ready to make Axumin widely available to doctors and their
patients across Europe."

[rambutan2] 06/3/2017 12:56

Good to see that along with a Capital Mkts Day they've launched a proper website today, as befits a ftse 250 investment company.

Comprehensive presentation:

[rambutan2] 03/3/2017 01:59

Promoted into ftse 250, with effect from mon 20th.

[rambutan2] 10/2/2017 13:29

Is 9% of nav:

BURLINGTON, Mass. and OXFORD, England February 7, 2017 – Blue Earth Diagnostics, a molecular imaging diagnostics company, and Siemens’ PETNET Solutions, a wholly owned subsidiary of Siemens Medical Solutions USA, Inc., announce the increasing number of radiopharmacies offering Blue Earth Diagnostics’ Axumin (fluciclovine F 18) PET imaging agent through PETNET’s national network.

[rambutan2] 29/1/2017 03:45

First fact sheet post enlargement and remit change:

[rambutan2] 29/1/2017 03:45

Historical info on Syncona pre BACIT merger:

[rambutan2] 29/1/2017 03:43

Bio investments:
( latest news: )







(aka The Pioneer Fund)

Shares in issue: 664,580,417 as at 09/09/20