Venn Life Sciences Share Discussion Threads

[mr hangman] 01/8/2016 16:41

I'm also in CRAW, RTC & UNG

[the big fella] 01/8/2016 16:14

Blimey to say we have an investment in common. Who would have thought it 😄

[mr hangman] 01/8/2016 15:46

Hi BF yes i bought in at 21, one of Techinvests favorites

[the big fella] 01/8/2016 15:32

Hangers are you interested in this one? Not your usual cup of tea?

[mr hangman] 01/8/2016 15:18

I wonder if someone has been gossiping on another thread..

[rivaldo] 01/8/2016 14:50

...and again. A tick up after just one 25k buy at 26.65p.

[monkeyspanker2000] 25/7/2016 18:27

up she pokes!

[rivaldo] 11/7/2016 23:15

Good to see a 50,000 buy at 25.47p cause a 1p rise.

[cheshire man] 30/6/2016 08:36

Excellent update indeed AISHAH, one to hold onto IMO :-)

[chadders] 30/6/2016 08:00

Better things to come methinks.

[aishah] 30/6/2016 07:46

Excellent update. Would have taken more stock post the Brexit rout had I not been overgeared here. Happy to run these long term.

[mulligut] 30/6/2016 07:38

What a great statement. Rock solid growth. They say what they are going to do. They then go and do it and follow that up by saying what they are going to achieve in the next six months. There are many promising and not delivering. There are very, very few who actually deliver. Talk about crystal ball investment.

This is just a great investment to keep adding month after month. Well done to all that held from the early days and those coming in. Welcome to the best investment not many people know about.....yet!!!

Of course, well done to the guys who are actually doing it.

[cocker] 30/6/2016 07:15

Probably one of the best agm statements I have ever read in a company that I have an interest. I have a sneaky feeling Innovenn might be far more better than most of us have thought. Onwards & upwards.

[rivaldo] 30/6/2016 07:08

Terrific AGM statement today...

- H1 revenues almost double last year's
- good visibility for H2 and trading in line for full year
- "excellent progress" on Innovenn "independence", with proposals likely in July
- new Chairman coming soon

Given the bullishness, it seems to me that VENN may exceed expectations this year, especially with any new contract wins.

Great stuff.

[rivaldo] 28/6/2016 14:54

The AGM update is in just 2 days' time - good to see the price bouncing today.

[paleje] 11/6/2016 09:34

From IC Thursday, not a ramp for Mereo, but thrust of article life sciences sector recovering and attracting heavyweight institutional support, good climate to be in:-

"The tide may be turning for UK life sciences as Woodford and Invesco back Mereo BioPharma
The listing of Neil Woodford - and InvescoPerpetual-backed Mereo Biopharma (MPH) on the Alternative Investment Market (Aim) market has pushed the number of biotech junior market floats year-to-date above the respective figure last year and may help improve sentiment in the sector.

Mereo's shares listed on 9 June and were well received by investors, partly due to its high-profile backers.

The group was founded just under a year ago when it acquired three unloved pipeline drugs from Swiss pharma giant Novartis. The company continues to be a major shareholder alongside institutional backers Invesco Perpetual and Woodford Investment Management, which together contributed £76.5m to kick start the firm in July 2015. Both investment houses also bought into a further £11.4m private placing recently and Novartis contributed another £3.5m cash injection. All in all, Mereo now has £90m of cash on the balance sheet.

Mereo is the fourth biotech or pharma company to list in London in 2016 - one more than the number that joined in the same period last year. City experts say the number could have been even greater as there are plenty of firms waiting in the wings to list on the junior market. Apparently sentiment towards the sector, which plummeted in 2014, is still in recovery mode and has put such businesses off listing their shares. Mereo's mighty fundraising could be a signal things are improving though.

Aim as a whole has also seen the number of IPOs increase so far this year and seems to be attracting some better established businesses, including Hotel Chocolat (HOTC) and Joules (JOUL), which listed last month. Mereo too, with an expected market capitalisation of around £150m, is a relatively large newly-listed biopharma company - the 10 life science companies that joined Aim in the glory year of 2014 had an average market cap of just £61m.

Denise Scots-Knight, Mereo's chief executive, has visions of become a "leading speciality biopharma company" - a claim which has no doubt been heard before, but which potentially has greater credence due to its financial supporters.

The business model is an unusual one for a pharma company of its size. Mereo plans to acquire speciality pharma drugs in the mid-stage of development, cultivate them and launch them commercially"

[paleje] 10/6/2016 13:51

Cheers Riv, I remember they issued a trading statement concurrent with the AGM last year too.

[rivaldo] 10/6/2016 11:36

RNS out - the AGM will be on June 30th. The results outlook a month ago hailed "a strong start to 2016", so it should be good. Not long to wait:

[mr hangman] 09/6/2016 15:26

Dear me, in other words a shovel & pick story..

[mulligut] 09/6/2016 14:58

From a strategic perspective you have to look at the likelihood of growth in the biotech sector for clinical research. The recent funding close of Life Science Partnership (hxxps://www.linkedin.com/pulse/lsp-announces-280-million-final-closing-life-sciences-azzam-ph-d-?trk=hp-feed-article-title-comment) for those on LinkedIn to see is a good indicator of the potential for service based industries that support the Life Science sector.

Even if the underlying biotechs fail in reaching their market due to failure of the clinical trials, the clinical research organisation still gets paid. Just like the oil business, if you don't like the high risk of biotech, you can still ride along with the benefits by tapping into the pipeline without the risk of failure on the drug. This is also spread across multiple biotechs so risks are mitigated further.

[cocker] 09/6/2016 13:02

Agree Rivaldo. Once these start to rise they are likely to fly

[rivaldo] 09/6/2016 12:17

Excellent post paleje, thx.

I'm already overweight in VENN shares, but very tempted to buy more. With the core business on a P/E below 10, a large cash pile, good visibility of revenues and Innovenn in the price for free, the upside here could be substantial.