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I think the clinicians, oncologists and scientists understand the progress a lot more than the market. Targeting so good as can be seen in data they are able to go for 2 weekly dosing and as a first line treatment. There is no way oncologists would be recommending that if the data wasn't directing them there. They have a duty of care to their patients.
“That says to me (in conjunction with the SP,), that the initial start of the trial did not "exceed" any sort of expectation, as more patients were needed, more dosing, different rates, to try and "prove" it was worth carrying on”
That’s totally rubbish, the objective was to find the MTD in a safety trial. Not to mention the person that’s seeing the biggest response so far is one from the lower dose cohort’s. Stretching the imagination a little there Windy.
And that’s the continuing conundrum, the recent Placing that will have involved many with knowledge in this field,
haven’t shown the same enthusiasm towards the emerging data. Guess many bear the scars of previous CT’s that haven’t quite lived up to expectations!
Loveable, Thats the nub of it I think: ".... they initially planned for 4 cohorts and 12 patients and we had a delay to change the design to 7 cohorts but we also have 42 patients so much more data"
That says to me (in conjunction with the SP,), that the initial start of the trial did not "exceed" any sort of expectation, as more patients were needed, more dosing, different rates, to try and "prove" it was worth carrying on.
I think the 2WD has actually confirmed the disappointment (relatively speaking) from the initial expectations of the trial.
They have got results but it needed some pretty drastic on the hoof tweaking to see if the platform could be of as much use as hoped for.
Anyway, its difficult (for me) to square the SP decline over this length of time with a trial that has exceeded expectations.
Windy the data is exceptional considering it’s more than one patient seeing a response in a safety trial when they weren’t even trying for efficacy. The upcoming efficacy trials will be fully designed to maximise success. Platform concept been proven though (it works as designed and expected), that’s arguably even more exciting. There is nothing in the science and data presented so far that suggests they won’t have considerable success in the upcoming efficacy trials especially when they are designed around Dox sensitive high fap tumours. Nothing will be left to chance especially since the bar to replace the current treatment is so low anyways. Procedural formality imo.
Can picture it now..
“Ok ok, so share price is 100 and we want to offer the placing at a 20% discount..
Tap tappety tap tap.. 100/20*10=50p
Perfect, now for those performance related share awards.”
Wyn the timelines have been poor at best but they initially planned for 4 cohorts and 12 patients and we had a delay to change the design to 7 cohorts but we also have 42 patients so much more data. The 2 weekly will likely mean 54 patients (4 cohorts) and given 2 weekly is more focused on efficacy it's a lot of data and info for large partners to take a real interest. Obvs not happy with this year and the awful raise but we're in a better place than ever before IMO.
FTSE AIM100 would reach 4000 points
What were you expecting then, other than 1 patient being on the trial this long showing a fantastic result (for him).
You think after all this time, all the dosing, all the cohorts, all the flip flopping around that this has exceeded what you expected when it started, then fair enough.
The patient with grade 3 sarcoma with near complete reduction?
What a relentless bore.
I hope they are paying you well Ronnie although I suspect not. Hopefully for you it is time based as you are on here all the time.
With his skills on the abacus,
Man City would be a good career move.
Cut him some slack. He was likely up all night counting with his fingers.
Cut him some slack, it's difficult using your calculator single handed when you're busy trying to reduce your prostate cancer risk with the other hand.
Apologies PL, couldn't resist.
Zżzzzzźźzzzzzzzzzzzzz
If AS and the CFO resigned (watch this space) how do you think the market would react?
You tell me, what has taken place that has been better than expected, given the incredibly high bar from when we started?
Time line has over run by years, causing more cash raises and dilution than ever contemplated. Results are partial, There is a lot of key info we don't know, but given where the raise was pitched I make the assumption that its "promising" as opposed to pardigm shifting (at this stage).
Just my opinion, but you may be one of those that simply doesn't care about this stock as an investment.
Timing is everything. But again, you and I might be talking about different things.
Cut him some slack, it's difficult using your calculator when you're busy trying to reduce your prostate cancer risk with the same hand.
If BODMAS don't work the board must go!
Both calculations in the RNS are wrong with the same type of error. So the same mistake was made twice which means it isn't a simple calculator error. Probably a formula error on a spreadsheet but even simple calculations should be double and triple checked when informing the market. Maybe he did it deliberately knowing he's getting the elbow next week!!!
Maybe he used to work at the Post Office at BOD level....they struggle telling the truth
Are all the Abacus beads in place?
“ nothing to date has gone better than expected”
Are we looking at the same company?
Blame the shops for not checking slapdash absolute disgrace
It's only 2,058,000 adrift!!