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Some thoughts that I'd like to bounce off the board:
- Most importantly: initial evidence of clinical benefits in one of the oncology programmes is extremely promising: "clear signal of therapeutic benefit in RCC") ie renal cell carinoma and "proof of concept" for the synergy between single strain biotherapeutic and immune check point inhibitor (as per slide 17)
Also, 25% clinical benefit in preliminary responses in RCC and non-small lung cell carcinoma (slide 16).
Clinical efficacy in both RCC and NSLCL (slide 10)
Full evaluation to be carried out after a sufficient period of time has lapsed.
- As for covid, looking at current developments, any therapy is likely to be one involving a combination of treatments. Well a biotherapeutic, that was going to demonstrate even a partial benefit, should be easily added to the mix of drugs, as it doesn't add to toxicity. Ditto for cancer or other programmes.
- Any seller(s) can't have long to go as we haven't received an RNS mentioning percentages for some time. So they must be below the threshold for reporting.
- It would appear that sells have been going on in waves. Any time they seem to stop, the share indicates strength and with the exception of one day, it's stayed above the placement price of 50p. To state the obvious, bodes well when the sellers are done which for the reason above, can't be long now.
- The company shows that it means business not only on the trials front but also on the communications front and is not going to stay under the radar until it can announce some final success at the end of a trial. The RNS today is only a small evidence of that.
- Have said before, I'd be more concerned if Blackrock decided to get out. I am a lot less concerned if a couple of IIs have sold for reasons that appear to be related to urgent liquidity needs.
Well, for the current phase and until we have some headline news the share price seems to have got a floor at 50p. Minor news here and there - assuming they are mostly positive- and in the absence of seller could drive the share price. So looking substantially north. So looking forward to the summer and the rest of the year.
Pete... agreed. Effectively getting the stock at a bit of a discount at the moment.
Well it is a pity in the short term but actually from a very selfish view point I am happy for it to continue; it allows me and all of us all to build a larger position at very attractive prices.
GLA
its a shame when you have two of 4D largest holders selling out in what is an exciting time for the companies platforms
Seller destroying any momentum. Desperate times for some II's.
seller still reducing im guessing its still Lansdowne.
excellent presentation
nice blue start
This looks very positive. Sitting tight on this to see how it plays out
GLA
That is a good RNS - raising 4D profile and positive progress on many fronts.
Pity it comes too soon for my top up later next week - :0(