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All they can hope to take away from the trial is safety profile for the drug, numbers are too small for any statistical significance. A good outcome would be no safety concerns and some signs it helped patients. Then role on larger phase 2b study to look at efficacy.
Omg what a strong end to the interview!
Yes results a few weeks away which is a bit disappointing but how excited was he getting talking about financials being covered right up to the end of 2022 and then stating how any one thing in the pipeline could transform the company into a billion pound company.
He's very confident this company is going to provide good results isn't he.
Hold for gold
unbelievably positive feedback from the recent trial. What stood out for me was that regardless of the so far unknown results of the trial on patience outcomes....he stated that during this trial there was no toxicity issues, good safety profile that are you would experience in present day treatment. That alone is highly significant. If the trial results just merely matched present day treatment and outcomes, but with no toxicity or complications then this would become the treatment of choice, for most dependent on price, i guess. If we get better outcomes, with no complications then hit gold.
No problem - enjoyed drafting the post.
Thanks Roker - nice to hear some of the "behind the scenes" thinking to how that sort of interview is thought through. It gives us further assurance to what we bought into.
Anyone picked up on the 'Brazil data should be available in two weeks' part
Greend100,
Try the walnuts on Yockenthwaite porridge - very finely rolled oats prepared at a farm up in the Dales. You can buy online.
To be clear, I have no financial interest in the Yockenthwaite foods business.
Sorry I meant to click Strong Buy as usual on the last post.
Hi again.
I would add that Howard Weiner was also publicly very bullish about Brazil the other week referring to strong "anecdotal" feedback on the trial. Weiner doesn't strike me as a rash individual, so I would guess that what we are seeing is an approved comms strategy for Brazil based on very high confidence levels.
If your 100 % confident you can be bullish .
What does he know that we don't .
A lot I Think .
Patience will be the reward , but I am all for taking profit as we go and leaving some to run , core holding stays
Great insight Roker...thanks. Hoping to listen this weekend but tied up with the day job at the mo...
Dr KS has often come across as bullish but as you say must be getting guided on what can be said ahead of an RNS on the top line data...especially with US presence and now off Aim.
Walnuts with porridge...not sure about that one...but I guess, don't knock it till you try it...
Good luck with the Shrews tomorrow...
Rokerpark68,
Excellent post, many thanks for the summation.
vbw
Thank you. Very glad you find them useful.
ATB
As always, Roker, much appreciation for your valued comments. Your insight is excellent.
Hi Greend100
Likewise - hope all's well with you too. Good to hear from you. Here's my response.
Just finished watching the whole thing.
Having run two listed companies myself, I can tell you that a lot of time was spent thinking about what I could and couldn't say publicly at any given point in time. Above all, I knew the ultimate sin was to over-promise publicly and then under-deliver. Total loss of credibility would ensue, followed by angry phone calls/communications from aggrieved professional shareholders. It's obviously even riskier dropping this particular ball if you have US investors, who of course love to litigate.
Personally I wouldn't ever have said some of the things Kunwar said (or their equivalent for what I was running). I wouldn't take the risk. He is a smart guy and should have been well-briefed by his advisers, so I therefore take his tone and comments to be very bullish.
By the way, I spend most mornings reading RNS announcements at 7am, usually just after I've made porridge for me and my wife to have in bed. She likes blueberries on hers, whereas I'm a walnut and raspberries man. Anyway, I like reading them so closely because I can recognise a lot of the "code" we used to use in our own announcements to try and convey things we wanted to get over without exposing ourselves to criticism for being overtly over-optimistic. Good advisers really know how to get the messaging right - it's a real art. I used to like helping to draft RNS wording alongside advisers - it was really interesting trying to use language in this way.
So to re-iterate, even allowing for Kunwar's natural enthusiasm, IMHO this was a very bullish 27 minutes.
Cheers
well that was a very positive chat
ps,
And that goes for all the accustem knockers, lols.
vbw
Well after a bumpy ride and being sat on a loss for ages im in the blue and just added another few shares im up too 3200 shares now how all us holders get rewarded handsomly for our patients and the world gets rewarded with some life changing and life saving products long live tizuana and their patients :)
Hi Roker, hope you're well...
The Stockbros Twitter feed from the fireside chat was very bullish last night...do you get the same impression?
Given your considered/measured posts, would value your thoughts...
Hi letsbecool,
Sorry, but could'nt disagree more vis a vie bods handling of Accustem.
Just to be given the opportunity was awesome and any and every company experiences missed timescales due to unforeseen circumstances and just weight of volume of their substantial pipeline.
Please let me know if your the most perfect person in all your sharedealing / business / daily work-life, monetary dealing and general all-round perfect person. lols
If you are then set up your on Pharma and get it to 165p with a pipeline of world class products, targetting world class markets with a world class Bod in a world class/changing sector.
vbw
At 17 minutes the sunlight comes through the window above Kunwar's head. It's quite a moving and almost supernatural moment.
I have to say, Kunwar's comments on the Brazil trial are hugely positive. He just can't say this stuff publicly unless his confidence level with the Brazil results is very very high.
BM3, I certainly hope they improve on the business side of the company. Institutional Investors which we hope to attract view the company in many ways and speak amongst themselves prior to investing. I'm very sure that the management style of the company will be heavily scrutinized and the decisions and actions regarding the Accustem demerger process will not have gone down well. Not meeting or sticking to deadlines would also be deemed in a bad light.
We have science without question, but I hope GC has a very smooth persuading tongue
Do you need to have registered previously to view?
I'm just getting a registration page
Thanks for posting this link.
Kunwar's shirt is just phenomenal.