Keyword results: biotech

DeepMatter Group – “co-distribution agreement”, about that “established European network”...

DeepMatter Group (DMTR) has announced a “co-distribution agreement” it emphasises provides it “with the capability to cast a wider net in North America”. Is a current more than 13% share price rise to 2.5p on the back of it merited?…

IBT
IBT

This Tip Top Trust Expertly Invests in the Hottest Field at the Moment - Medical Pioneers

Hello, Share Scrapers. Biotech is a hot field at the moment, what with the pandemic and the consequent sharper focus on medical opportunities in the stock market. So allow me to commend International Biotechnology Trust (IBT)…

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bonus Bearcast: Explaining to a ramper how you value a biotech stock, Ref Synairgen

There is no need for anyone else to listen to this podcast. This is a lesson in how to do fundamental analysis of a biotech stock for just one reader, Peter "the ramper" Brailey.

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This Biotech Pioneer Works With Substitute Antibodies and Might Be Worth Watching

Hello, Share Scramblers. My series of predictions of shares which may rise faster than others once the outbreak reaches its peak, today features Avacta (AVCT). This is one of my favourite biotech companies, though the share price hasn’t exactly sparkled over the years. So why might this share be of interest once it's safe to buy shares again?...

Still this Yorkshire Anti-Cancer Warrior Forges Ahead - But there May Still be Time to Scramble on Board

Hello, Share Breakers. It’s rare that I return to the same share shortly after a commendation. But for this company, I’m coming back a third time in fairly short order...

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Agronomics - I see no good reason for people to be paying a 50% premium to asset value

A tiny AIM investment company called Agronomics (ANIC) suddenly seems to have become very popular, but I think you’d have to be mad to be paying the current share price. If we look at it under its previous name of Port Erin Biopharma Investments (PEBI), before the recent change to Agronomics, it immediately becomes apparent that its main area of investments is in the pharmaceutical sector, with several listed and non-listed holdings...

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BREAKING: WPCT: Prothena blows up – yet another Woodford biotech debacle

Just as the tide seemed to be turning in favour of a couple of Woodford’s holdings, he suffered an absolute body blow this afternoon with his largest quoted holding, Prothena (NSDQ: PRTA), which comprised 9.12% of WPCT as at end-March, as it announced that it was discontinuing the development of its main drug  and the share price collapsed as a result.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - that Dominic Frisby is a very funny fellow

I was chatting to Dom Frisby this morning ahead of the Sarries evening tomorrow which is the first part of UK Investor (gold tickets only).  More on that in the podcast where I also look at UK house prices, Ascent Resources (AST), Immupharma (IMM), investing in biotech, PCGE (PCGE), MySquar (MYSQ) and its new marriage from hell and at Versarien (VRS). Tin hat on after that annoying its deranged fans by daring to ask questions. If you like bearcasts then remember that at UK Investor on April 21 - THIS SATURDAY - one of many highlights will be a live bearcast with myself and Paul Scott. Make sure you book a free ticket HERE using the promotional code WINNIFRITH.

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HVO
HVO

Woodford’s Biotech Woes: Part 2 – hVIVO

Completing my weekend mini-series on a couple of (the many) Woodford-owned biotech investments that haven’t quite worked out as he would have hoped, I couldn’t help but notice that hVIVO (HVO)lost about 50% of its value this week so wondered what was going on.

Malin Corp: Yet another Woodford cash-guzzler – part of the incestuous biotech investor family

Thought I may as well stick to a theme today and look at another Woodford investment which, surprise, surprise, undertook a placing on Friday, Dublin-listed, Malin Corp. This is yet another fund that invests in the same sort of early-stage biotech plays as Woodford Patient Capital Trust (WPCT). I will touch on why it looks overvalued to me and leave you with a piece of analysis to highlight the odd incestuous world of these biotech investors not that I’m making any accusations of course.

Bear Raiders Kerrisdale rips into hapless Neil Woodford on twitter

Hapless Neil Woodford has poured out his heart to the poodle press, Citywire, bleating about how wicked bears Kerrisdale have been beastly about one of the largest - and most obviously overvalued - of the pack of dog investments in his Woodford Patient Capital Trust (WPCT). The bears have bitten back!

NFX
NFX

Nuformix: “Aberdeenman”, the LSE’s very own Daddy McPig is wrong again – listen to him at your peril

I was excited to see how Nuformix (NFX), the renamed company previously known as Levrett, would perform on debut yesterday as the LSE’s bulletin board in-house expert was predicting great things. Alas, it was all a bit of a damp squib but let’s hope at least that he managed to take a bit off the table during his ramp though.

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Tom Winnifrith Bearcast: Double Blow Job for Woodford in Sunday Times, Neil you are not "Britain's Buffett"

The real fear Neil Woodford has is redemptions. The sleazey scoops for blow job articles deals in today's Sunday Times cannot hide that. I look at the absurd valuation of Oxford Nanopore, an unlisted biotech Unicorn, puffed in today's paper but also at the cracks now showing despite the glowing piffle in the same paper's write up on Nomates himself

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Levrett: Prospectus released - good news for the (founder) shareholders: is this the new Cloudtag?

At the start of the month, I asked the question on the lips of all the Levrett (LVRT) shareholders, namely when the bloody RTO was finally going to arrive. Well, fair play, it was announced on Friday and shareholders should be pleased, particularly the founders who got in at a fraction of the price of the ordinary private investor.

The Nomates Neil Woodford 2001 excuse/defence - it's just a Maginot line

It is quite amazing to see just how few friends fund manager Neil Woodford has in the City these days. It is almost as if I am starting to feel that he is a kindred spirit. Neil, how about we have a joint Square Mile Christmas party for all of our friends in a telephone kiosk somewhere? The vast fees Nomates has charged for delivering three years of dismal underperformance do not play well but it is the arrogant insistence that Mr Market is always wrong because Nomates knows better that has unleashed such waves of schadenfreude after his latest disasters. But he still has one or two defenders who say "aha remember 2001" - but this Maginot defence does not wash.

Sphere Medical – Yet another Woodford debacle: it’s all becoming a bit too common

When Neil Woodford launched his Patient Capital Trust (WCPT) to much fanfare in 2015, everyone waited expectantly to see how he would start spending the £800 million war chest and so one had high hopes in April 2015 with the announcement of the first investment for the fund, namely a £4 million investment in an exciting quoted biotech play, Sphere Medial Holdings (SPHR). As an announcement last night showed, it has been as successful (or not) as one of his other uber-dogs RM2 International (RM2).

Peter Evans of the Sunday Times do you feel any shame at all you gutless turd? Ref the FRAUD Eden Research

Shares in fraud Eden Research (EDEN) have raced ahead by 30% today. Some folks have been paying up to 13.5p to get onboard. There is an RNS today but that is not the reason for this folly.

Bearcast

Tom Winnifrith Bearcast - off to register Joshua Patrick & a lesson in biotech investing

Yes that is this afternoon's treat and it reminds me of when the Mrs and I went there to get permission to marry. On the markets I look at China Africa Resources (CAL) - what could possibly go wrong? Then I cover Synairgen (SNG) and the risks folks do not understand in biotech, DiamondCorp (DCP), Premier Foods (PFD), Golden Saint Resources (GSR) and what PR genius Steffi has not told you.

Ben_Dover

The Chairman's Blog 13: Sir Benjamin Dover of Global Mining Endeavours takes advice from Jim at The Tax Dodger's Return

Following the example set by Paul Warwick the chairman of worthless penny stock Andalas (ADL) in starting a blog, Sir Benjamin Dover of AIM listed Global Mining Endeavours has decided to follow suit and like Paul promises to be Candid in his approach. Blog number thirteen...

ALM
ALM

Allied Minds Borrowing Funds - Why?

Early-stage bioscience and technology investor Allied Minds (ALM) is scheduled to release interim results on Thursday of this week, but updates the market this morning with a twin RNS release. In a surprise move, it announces that it has secured a $20 million debt facility from a US bank. Why?

ONZ
ONZ

Onzima assets are worth a fraction of its market value - sell!

Often when you take a look at the assets of tiny companies which people are getting excited about, it is hard to see why anywhere near as much value is being attributed to them as there often is.

Bearcast

Tom Winnifrith Bearcast: Drown all cat haters including my brother in law

I am back in from the fields where I have been labouring in 40 degree plus heat. Today I offer a few thoughts on Circassia (CIR) and the risks folks just dont seem to appreciate of a) biotech and b) backing stock selections of star fund managers, in this case Neil Woodford - who incidentally is clearly a very talented chap. I look at Gulf Keystone (GKP), XCite Energy (XEL), China Frauds and then in some detail at Blur (BLUR). For further info on its brain dead dickhead of a PR man Dominic Barretto go HERE

CIR
CIR

Circassia shares crash on cat trial failure - the latest Neil Woodford Biotech disaster

Hats off to veteran journalist Tim Blackstone who called Circassia (CIR) as a short with a £900 million market cap on January 16 this year HERE. Today the shares have crashed by 64% to 98.5p giving it a market cap of just £261 million. Tim Blackstone dared to go up against Neil Woodford with this call as he is the largest shareholder. It looks like another biotech disaster for Woodie. 

Summit Corp - sorry when's the placing? Why are the shares sliding?

Biotech outfit Summitt (SUMM) may have some interesting IP but it is pretty early stage, years away from generating a cent in revenues, other than the odd grant, and it is munching up cash at an alarming rate. Results came out the other day for the year to January 31 2016 and they really do beg the question: when's the placing? Perhaps that is why the shares have slumped from c150p at the start of the year to just 112p today?
 

VAL
VAL

Video from UK Investor Show: Satu Vainikka of Valirx

And now for a video from the biotech boss who I have sworn to be nice to, Dr Satu Vainikka of ValiRx (VAL) presenting at UK Investor Show. Enjoy.

ONZ
ONZ

Is Onzima Ventures breaching it's investing policy?

I’ve been noticing a lot of chatter on Twitter about a small AIM investing company called Onzima Ventures (ONZ), so I decided to take a closer look to see if all the fuss was justified!

Bearcast

Tom Winnifrith Bearcast 6 March: Crook Rob Terry, Neil Woodford & the pig Richard Chase

This podcast looks at three men. First is the criminal fraudster and expenses thief Rob Terry and I discuss what sort of trial and what sort of punishment needs to take place and be imposed. Then it is fund manager Neil Woodford and I look at his growing biotech headaches. Finally the greedy pig Richard Chase of Nyota. If you have not yet listened to yesterday's special on this failure of a CEO please do so and send the email I request.

Reneuron, the £8 million bribe & Sheep Shagger economics of madness

AIM listed biotech Reneuron (RENE) has today announced that it has completed the move of all of its operations from Surrey to Pencoed, Bridgend, Wales. Hooray...welcome to the most expensive job creation programme in history paid for with YOUR money.

VEC
VEC

Vectura Could be a Breath of Fresh Air in your Biotech Portfolio.

Hello Share  Shiners.  All right, this is another article on a promising bio science outfit. Yes, my support for companies which push through the frontiers of medicine is undiminished in 2016.

Motif Bio has the potential to be a big winner

The biotech sector isn’t my usual area for investment, but one such company that I’ve been following the progress of with interest is Motif Bio (MTFB).

Bearcast

Tom Winnifrith Bearcast 13 December - From a pain in the back to David Lenigas

I start with back news, not good but at least I have a handy tip for dodging passport control. Then it is onto the son of the late Brian Schneider of OEM infamy. He wants you and I to pay far more tax from our legitimate earnings though he has lived a privileged life - and still does - thanks to the proceeds of crime. He is a leading Jeremy Corbyn organiser. Right on Comrades. I look at Petropavlovsk (POG) and the idea of buying shares for the bid.  I move onto a new biotech IPO, Levrett. I explain why its a bargepole but also how the coverage of this in the Mail on Sunday (Simon Watkins) shows again the corrupt nexus between certain financial journalists and the PR world with an aim to dupe you, the investor. Then it is onto Jabba The Hutt's Afriag (AFRI) where I follow on from today's bombshell HERE and the follow up HERE by explaining the real problem it - and AIM - now faces.

QPP
QPP

Cenkos , Quindell and the Serious Fraud Office..let me help you gents with a leaked email

The Sunday Times today reports that the Serious Fraud Office has demanded boxes of documents and emails from Cenkos, the Nomad to Quindell (QPP) as part of its enquiry. Let me assist you Gents, for Cenkos actively worked to protect this fraud as the AIM regulation team knows full well. You see...I was inadvertently cc'd in on emails between Cenkos and the chocolate teapots.

Hookers

Fancy Free Champagne & Biotech on Monday?

The Biotech Capital Conference is taking place from 9:00am on Monday 23rd November at the Brewery, 52 Chiswell Street, London, EC1Y 4SD.  It’s your chance to gain an insight into what are billed as the most interesting and fastest-growing biotech companies globally.  Sareum – which is a complete dog is also presenting. Company presentations will be followed by a complimentary lunch and champagne reception.  

Scancell FY Results – shares for 2015 update and company chat: exciting times ahead!

AIM-listed biotech play Scancell (SCLP) released its results to April 2015 on Friday morning, along with some further tit-bits from its ongoing Phase I/II clinical trial testing its lead SCIB-1 treatment for melanoma. Since my original write-up on this company (HERE) there have been a few refinements, but the investment proposition is essentially the same as ever: if the product gets through the regulatory drug trial process unscathed then Scancell should be worth a healthy multiple of its current market capitalisation. 

VAL
VAL

ValiRX- half year report – what utter bollocks: SELL!

Forget all the jam tomorrow garbage from serial cash burning biotech loser ValiRX (VAL) the half year report out this morning is a dog’s dinner. Look at the numbers.

Scancell – Placing ahoy?

Shares in much ramped AIM listed biotech Scancell (SCLP) now trade at 28-30.5p valuing it at a stonking £65 million. But the balance sheet is painfully thin and the word is that there is a placing on the way at a big discount.

Bearcast

Tom Winnifrith Bearcast 9 July Offending everyone edition

Once again IT issues in Greece delay this podcast. I start by explianing why the reaction of Paul Scott and the craven deadwood press to the new national living wage proposed by George Osborne displays 100% economic illiteracy. It is simply a transfer of wealth from business to the State, the poor will gain nothing. Then onto defending David Lenigas and Andrew Bell from some of the sillier comments made by some folk and to explian why flip flop Ben Turney is again wrong on New World Oil & Gas. hats off to Paul Curtis for the silliest remark of the day as I stck the boot into Gulf Keystone and then also to the prep, pump and dump at Beowulf Mining. And finally I have another go at biotech dog ValiRx.

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Bearcast

Tom Winnifrith BearCast - 26 June

In today's podcast I relay my experience of Argos, there is always something new in life. Anyhow I now have new headphones so I hope the sound quality is better. Then onto Daniel Stewart, Rob Terry, Imaginatik, Mwana Africa, ValirX, biotech in general, Auhua Clean and IGAS

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Bearcast

Tom Winnifrith BearCast 9th June: Biotech vs Mining Juniors

In this podcast I ponder the similarities between the two sectors, a few thoughts on following experts like Jim Mellon (biotech) or Malcolm Burne (gold) and wonder what the renaissance of both sectors says about the wider market.

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AVO
AVO

Advanced Oncotherapy looks great value

Bio-tech companies are a long way from my usual area of interest in oil, but given my view that we are likely to see lower oil prices in the near term, I’ve been looking elsewhere. An AIM company called Advanced Oncotherapy (AVO) has caught my eye recently – I know that fellow ShareProphets writer Malcolm Stacey is a big fan as well, and I was having a chat with him about it at the recent UK Investor Show.

Snap up that Biotech! (Part 1/3) – Buy Optibiotix to double

Today I start a collection of three biotech companies that I think have brilliant upside potential. Biotech firms can fly on bullish news on their products and these are three firms that I am banking on to do that. These could be genuine multibaggers if they meet expectations or grind lower if they do not.

Playing the Fat Game on the Stockmarket

I am feeling rather virtuous today. Just a Greek salad and a coke to eat and I have already done one hour’s manual labour in the fields. I am just off for another stint now. I am pretty sure that my Body Mass Index is back in the “normal” range and as someone with diabetes – thanks to eating and drinking too much – that is good news. I’m heading the right way. But the rest of the world is not.

HCM
HCM

Hutchison China MediTech – biotech setback last chance to buy

Never tip Chinese stocks is a golden rule I broker a couple of months ago when tipping shares in Hutchison China MediTech (HCM) at an 870p offer on my Nifty Fifty website. All seemed to be plain sailing until…

COS
COS

Collagen Solutions – a penny share biotech tiddler – but look who is chairman

It is David Evans of Axis Shield fame again. AIM listed Collagen Solutions (COL) at 7.875p is capitalised at £5 million, has net cash of £1.1 million and is forecast to hit profitability in the year to March 31 2016.

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