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Overall I feel quite positive about the video. It was my impression he was holding a lot back. The question is why?
He missed an opportunity when talking about 1801 not finding toxicity levels. He could have explained the issue is at present we can't find the toxicity level because there is so little toxicity. I think he is confident Chinese milestone will be this year. Also failed to mention Sierra are currently in process of raising $150M. Also down played the COVID opportunity and the US Army data released iro LUPUS trial. It would appear Tim is still hiding our light under a bushel, but he seemed far more excited in this interview than normal. I have watched it twice now, my gut feeling is 1801 may be bought by a big Pharma in the very near future. The billion dollar question is why is he (deliberately in my view) holding back. It might be because he just isn't good at PR, or it might be behind the scenes developments. Who knows. Only thing I do know is evidence is mounting that we are sitting on some very special molecules / treatments. Let's see what happens over the next month or 2. (I still think news will arrive in Q3). AIMHO. DYOR Elcap).
Very well thank you Stoney, I trust your equally well. I get your drift on licencing both esp. when he says in the video that the US dept of defence used 1802 for Lupus.
Hi Afham - hope you’re well?
He definitely has a spring in his step and sounds very upbeat......I don’t think we’ll have too much longer to wait.
IMHO and based on bullet points in yesterday’s RNS update re “Building a robust preclinical data package to support ONGOING PARTNERING ACTIVITIES” and “CONTINUE AND ADVANCE initial discussions with potential PARTNERS.....” we are advanced in negotiations and a large pharma is requesting the due diligence packages. I believe a large pharma will take both 1801 & 1802 as a license package (why would you leave one on the table for a competitor) because they are similar.
Covid grant(s) sounds positive as well........certainly no downside or negative sentiment here.
GLA
Blue, I picked up on that as well. Looks like he's still hungry for more innovation. But then what he says is one thing and what he does in quite another. If it is a big deal it could be endgame unless he still want to keep going. Thoth, stoney et all what do you chaps make of it.
Agree with RMM it seems that Num4 questions were plucked from his post and used during the Proactive video.
Its definitely game on here at long last.
A milestone payment or two would do wonders for the SP short term and if we get the grant, as well as adding money to the coppers would make a partnership very appealing to any interested party.
And thats just the tip of the Iceberg.
'If a big company says we'll like the lot, well for the right price we would sell them that' - que Pfizer, common chaps we have no tox or mtd and selectivity is excellent and we whopped your €1.8bn Tofa in tests, you should know you funded them.
He most certainly has access to information his March Interview where he stated patients still on trial was not publicly disclosed by Sierra
I don't get why people don't think he comes across well, does a far better job than I would. Wonder where he picked up on the change of wording from Sierra, I hope he gets more info from ICR than he is letting on though as he said he just gets the public reports, surely not. Not so keen on his response to after licenses are done and dusted, if they are, he wants to go shopping, thought he wanted to retire after having sold for 32p a share. At least Boohoo are doing well today. GLA
It is simply not credible that Tim's only source of info re 737 is what Sierra publish!
Num4 - I think your questions were just copied and used by Andrew on Proactive Investors. Who says this board isn't read by the BoD and other key players......
Interesting comments around SRA737 could well be game on