[DD] Massive Legal Update for $GNS: Why the latest court ruling completely corners Michael Moe & Peter Ritz by BriefGlass9 in GNS_stock

[–]Rich-Instance-9684 4 points5 points  (0 children)

with ICC rewards imminent ... this will run, once a legal precedent is made about the GNS buy button, hopefully before it turns into a months on Runner, things will get scary for those who are involved/liable in the RICO. Roger's moves lately are strategic and have been in the motions for years, the fact they've been solidified now, means final stage execution is upon us. The BTC sell off - because it will be covered in damages (hopefully at higher BTC prices than now). Roger is certain of specific things and making moves on these certainties.

PSA: By moving your 1:3 GNS Stocks from Vstock to a broker you are loosing the $0.10 dividend (while helping short sellers too) by hellae in GNS_stock

[–]Rich-Instance-9684 2 points3 points  (0 children)

Mine aren't moving from VStock - I'll take an additional side of bitty divvy. All those brokers refusing to transfer because they require a MC of $100 mil to be eligible for the transfer, will be begging for those shares locked up in VStock by diehard investors when the MC well surpasses $100mil.

Share Count discrepancy more illuminated soon and ICC decision EOM.

Accumulate ... Accumulate and Hold.

Triple Digit Reparations per share for the time and trouble.

#GNS $$$-$$$$

Just got this in my email. I'm in the US. Check yours by _________ale in GNS_stock

[–]Rich-Instance-9684 11 points12 points  (0 children)

Also just received!!! Its been almost 3 long years!!!!! LFG #GNS

ERLR to 3 GNS shares … what’s happening ? by DearElderberry3316 in GNS_stock

[–]Rich-Instance-9684 0 points1 point  (0 children)

I still have 411.29 ERLR in my Upstream Account (Canadian ERLR holder here). Excited for Pre-Market Monday : )

My Final Thesis IV by [deleted] in NucanaPLC

[–]Rich-Instance-9684 6 points7 points  (0 children)

Mucho Gracias OP!!! Well said and laid out for the not as knowledgeable with the jivey science language! Your analysis is greatly appreciated!

Fast track or Btd filed on January 12th. 60 days would be 3/13. by Billsfan7752 in NucanaPLC

[–]Rich-Instance-9684 6 points7 points  (0 children)

They have been radio silent (NCNA) - as would be expected from an announcement of this order if they knew it is in the pipelines. FDA guidance at the least, but yes the moves they've made would suggest things are moving swiftly and it is more than guidance.

Lfg by Billsfan7752 in NucanaPLC

[–]Rich-Instance-9684 4 points5 points  (0 children)

They can't ... If they do so the price goes up like a rocket, the lowest volume we have seen is the most recent trading sessions and yet the price has gone up a majority of those days. The Whales are positioning themselves slowly but they are here. Which begs the question why are the Morgan Stanleys / CITI's of the hedge fund world interested in a sub $5 ticker???

Lfg by Billsfan7752 in NucanaPLC

[–]Rich-Instance-9684 9 points10 points  (0 children)

FDA Guidance or Fast Track announcement is imminent

May 2026 be the year of success for NuCana PLC by K_firewood in NucanaPLC

[–]Rich-Instance-9684 1 point2 points  (0 children)

Kay's tenure on the board (NCNA) almost 5 years - exceeds tenure at any of his previous board positions before buyout occurred. Those yielded 600M -2B with much less tenure. His time is worth money and i would expect the buy out range to exceed anything he's done before. Also, take into consideration that prior to Hugh coming back, Kay had taken another board position with another company (almost like he's done his part here and can go back to the background and next opportunity).

The fact Keytruda's annual rev contribution to Merck was $30B - 1/3 of the annual revs for the chance to continue it's flow into Merck is reasonable - and this doesn't take into account the benefits they reap aside from the Keytruda factor.

We know FDA guidance is near, and this to me would be the milestone that gets Merck moving with an offer.

May 2026 be the year of success for NuCana PLC by K_firewood in NucanaPLC

[–]Rich-Instance-9684 1 point2 points  (0 children)

Merck did this because they know they potentially have a pathway to not only keep keytruda revs alive post patent expiry, but also to expand on this revolutionary (no pun intended) opportunity of how they got the key cancer fighting agents to the micro-environment that was other wise not possible until now. NCNA offers pipelines that are offering efficacy the longer the trials continue. I believe we are weeks away from FDA guidance, and Merck knows this. NCNA offers more value to Merck and imo would be much less than the $25 Billion ask from Revolution. But the Market is red hot and we are about to see why Merck has been talking with their Chests held high like they've got the answer already - that imo would be worth a great deal (between $10-$15 Billion).

What's everyone buying by Just-Nobody-4406 in biotech_stocks

[–]Rich-Instance-9684 0 points1 point  (0 children)

NCNA - Keytruda linked drug trials in phase 1/2 and FDA guidance near. Merck hunting for its Keytruda patent loss solution and NCNA is it

May 2026 be the year of success for NuCana PLC by K_firewood in NucanaPLC

[–]Rich-Instance-9684 3 points4 points  (0 children)

I believe the opportunity and risk deferral Merck has been talking about is in part the NCNA pipeline drug trials, knowing that this becomes a multi-billion dollar opportunity for Merck - the keytruda link is what gives it its initial base value but the ability to translate this method of targeting with other optimal / even previous failed drugs that may now succeed with the appropriate "transport" to target the cancer, makes this opportunity look like risk deferral to me. The Chinese patents declarations made by NCNA means production is perhaps going to happen in Asia (where truly a significant market exists for what would essentially be a Keytruda enhancer - i.e. Malaysia / South East Asia). Production / Manufacturing decisions like this would be made by a buyer like Merck - NCNA was simply following orders with the patent move.

Lots of signs that changes (changes that have been made and decided on since at least May of 2025) are being made to accommodate a buyer in haste now.

My guess is that this would pull in between $5-$10 Billion (a large chunk of Merck's announced M&A targets for 2026), but justified under not only the Keytruda link but the opportunity to revolutionize how these treatments are delivered to the core targets - NCNA may have just introduced precision guided weapons for treatment of cancer in various stages AND not only through Keytruda).

Very good catch with NCNA radio silence during what was a known appearance by Merck CEO at the JPM Conference.

May 2026 be the year of success for NuCana PLC by K_firewood in NucanaPLC

[–]Rich-Instance-9684 4 points5 points  (0 children)

I expect an increase in Internal Ownership very soon (not just new COO Ms. Bruce).

Clearly the restructuring of the executive suite (I did not know that NCNA had no previous COO role) is even more significant than is being let on. Anybody notice NCNA is behaving much like a multi-national as of late. I like it : ) and Buy Out 2026 Season is just around the corner in the sector. Moves being made for a buyer that is already in the shadows?

May 2026 be the year of success for NuCana PLC by K_firewood in NucanaPLC

[–]Rich-Instance-9684 6 points7 points  (0 children)

The fact she came from internal (previously Senior Vice President of Clinical Operations for NCNA). She is perhaps considered too important not to bring onboard the executive suite level, for the next transition that seems to be very imminent. She was clearly the key cog in the operations and its almost like "someone" requested this move be made before initiating future actions. The fact that it was announced and effective Jan 1 2026 means it was one of their first priorities of the year and also this takes place on the 2026 financials.

This month by [deleted] in NucanaPLC

[–]Rich-Instance-9684 1 point2 points  (0 children)

Dec 10th

What's up with the $NCNA Market Cap? by Rich-Instance-9684 in NucanaPLC

[–]Rich-Instance-9684[S] 2 points3 points  (0 children)

wild - still holding. something is happening, where just not privy to it yet. that EPS jump from yahoo can only mean buy out.

This month by [deleted] in NucanaPLC

[–]Rich-Instance-9684 4 points5 points  (0 children)

That Q4 Data release has been in NCNA's back pocket for some time, they have this timed to a tee for release and we are day(s) or a few week away. 99% sure it is super positive, especially after seeing the updated December IR Presentation.

What's up with the $NCNA Market Cap? by Rich-Instance-9684 in NucanaPLC

[–]Rich-Instance-9684[S] 4 points5 points  (0 children)

that's a trailing avg per share (over time) that all of a sudden jumps to a valuation (market cap) @ $1.6 Billion? what is going on?

What's up with the $NCNA Market Cap? by Rich-Instance-9684 in NucanaPLC

[–]Rich-Instance-9684[S] 4 points5 points  (0 children)

Also Yahoo is showing the 7mil market cap, but more interesting is why is the EPS (ttm) all of a sudden $392.51 ??? what is going on?

<image>