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  1. #491
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    Here is a link to the latest news regarding the acquisition of BLC by Cellmid.

    Complete with a pro forma analysis that will help with understanding of the deal involved.

    https://hotcopper.com.au/threads/ann.../?source=email

  2. #492
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    Good to see the CEO buy a few shares on market the other day.

  3. #493
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    Quote Originally Posted by Flugenbear View Post
    Good to see the CEO buy a few shares on market the other day.
    https://hotcopper.com.au/threads/ann.../?source=email

    The CEO may very well regard her company as the most undervalued stock on the ASX.

    Given that from tomorrow they start accumulating BLC revenue (and expenses presumably) and the company will more or less double in size once the SH give the deal the OK at the end of October, I would tend to agree with her.

    By then a fairly substantial Q1 CDY result to the end of Sept should also be known which may add a bit of spice to it.
    Last edited by Minerbarejet; 30-09-2021 at 09:52 AM.

  4. #494
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    N BRIEF: Roquefort plans reverse takeover of Australian drug maker

    Roquefort Investments PLC - London-based investor in early-stage medical biotechnology businesses ...

    29 September, 2021 | 2:12PM

    Roquefort Investments PLC - London-based investor in early-stage medical biotechnology businesses - Enters non-binding term sheet with Provelmare Holding SA for reverse takeover of 100% of Lyramid Ltd in GBP1 million cash-and-share deal. Australian business Lyramid holds an exclusive worldwide licence for 37 midkine-based therapy patents. To fund transaction, Roquefort will conduct placing to raise up to GBP3 million.

    "The respective teams at Roquefort Investments and Lyramid believe the midkine global patent portfolio has significant unrealised value that can be unlocked through pre-clinical drug development utilising oligonucleotide drugs," says Chair Stephen West. "Due to recent progress in oligonucleotide drug development (for example, mRNA used in Pfizer and Moderna Covid-19 vaccines) there is an opportunity to progress the pre-clinical drug development stage rapidly and at a significantly lower cost than historical traditional methods."


    an exclusive worldwide licence for 37 midkine-based therapy patents.
    Lyramid has a licence to access these patents.

    Cellmid CDY:ASX owns the patents and will be due royalties of at least 4% on any sales made.

  5. #495
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    From Pitt St research.

    We believe CDY offers a compelling growth story driven by its differentiated product portfolio. As its products are clinically proven, they are efficacious due to the clear mechanism of action, namely inhibiting hair loss protein, FGF5. We believe this will build credibility with consumers and increase brand awareness and loyalty. Further, there doesn’t seem to be many competing products that are clinically validated in this segment. Thus, we think CDY has a strong value proposition, which we expect to drive market share gain in the medium term.

    We also expect near/medium term growth to be driven by:
    1) new distribution partnerships,
    2) launch of new products,
    3) improved e-commerce capabilities, and
    4) synergies the BLC acquisition.

    Valuation of $0.21 -$0.30 per share
    Last edited by percy; 05-10-2021 at 08:45 AM.

  6. #496
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    Quote Originally Posted by percy View Post
    From Pitt St research.

    We believe CDY offers a compelling growth story driven by its differentiated product portfolio. As its products are clinically proven, they are efficacious due to the clear mechanism of action, namely inhibiting hair loss protein, FGF5. We believe this will build credibility with consumers and increase brand awareness and loyalty. Further, there doesn’t seem to be many competing products that are clinically validated in this segment. Thus, we think CDY has a strong value proposition, which we expect to drive market share gain in the medium term.

    We also expect near/medium term growth to be driven by:
    1) new distribution partnerships,
    2) launch of new products,
    3) improved e-commerce capabilities, and
    4) synergies the BLC acquisition.

    Valuation of $0.21 -$0.30 per share
    Lots to think about here at the moment.
    They seem to have developed a system where the FGF5 gene takes care of the inhibiting of hair loss (patented) and another improvement that boosts the FGF7 gene for hair growth in the same mixture. They appear to have achieved this through the invention of an aptamer this year that targets the FGF5 gene specifically and nothing else.
    This is fairly unique as far as I know.

    Here is a link to the Pitt St research
    https://static1.squarespace.com/stat...29501f70/16333

    Everything you need to know. Pretty thorough.
    Last edited by Minerbarejet; 05-10-2021 at 12:32 PM.

  7. #497
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    Very thorough indeed,and interesting reading. Happy to be holding, despite the depressed share price recently.

  8. #498
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    Interesting new product being launched by CDY today at 2000 hours NZDST.

    Well I suppose it will be interesting, they usually are.

  9. #499
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    Acquisition of BLC has been completed and CDY is now double the size it was.

  10. #500
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    A name change is on the cards....

    The Company proposes to change its name from “Cellmid Limited” to “Anagenics Limited” which more accurately reflects the current and proposed future operations of the Company, its scientific origins and corporate ethos. The change of name will take effect from when ASIC alters the details of the Company's registration.The word Anagenics is derived from the Greek “anagennitheis”, which means regenerate, regrow, grow. The first part of the word, anagen, describes the growth phase of the hair follicle, the key target for the Company’s FGF5 inhibitor hair technologies. The Company’s FGF5 inhibitor technology extends this ‘anagen’ or growth phase of the hair cycle, thereby the name Anagenics will honour the health and beauty tech origins of the Company. Further, the word also represents longevity, growth and regeneration as concepts which are all connected to wellness, youth, and beauty; these are the targeted indications for the Company’s current and future products and services. The word Anagenics is strongly descriptive of the Company’s objective to create an information and advice driven marketplace for scientifically validated health, wellness, and longevity brands.
    Last edited by Flugenbear; 10-11-2021 at 05:40 AM.

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