Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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My memory for covid challenge was year end.
Happy to be wrong tho!
In his recent investor presentations last week Cathal said the following:
1. COVID-19 challenge study model ready by the Autumn (watch out for news on this in early September)
2. Talking to 12 companies and 8-10 Contracts to be signed by the end of the year costing between £8-10 million each and they will be individually RNS'd as they're signed
He also said in 4 months time the company would be unrecognisable compared to where it is today and in 12 months he believes the company will be worth several hundred million pounds. If Imutex is sold for £200 million let's say then that's also a 14p one off dividend to all shareholders.
While there is uncertainty over vaccines , the one certainty is that there will need to be more and more testing.......both for vaccines and for antibodies
Win Win !
Deep joy,
Yes lot of things at play.Being an election year and the economy being critical am sure if Trump can point to an FDA Approved US Vax in Sept/Oct then he would love it.
However I don’t believe the Moderna approach is any better than several others at providing a limited immune response which will require multiple Vax but that will be good enough for Trump.
They have overegged the pudding in previous announcements which others have done to improve chances of funding for Covid 19 Vax and I still think there will be a huge demand for Covid 19 human challenge studies here.
Happy to wait as a big rest of year to come here and really not going to Derisk in advance of major news unless it spikes up to say above 20 when Injay be tempted to slice a few but have a decent chunk in here now
May i also add, there seems to be [within some groups of people] a general assumption that positive outcome of vaccine for covid19 is a given and that it's just a matter of going through the development process.
History provides different guidance.
The journey to develop a world-beating covid19 vaccine is open season atm with many hurdles to jump.
Probablity ans history suggests, with the exception of fast-tracking a safe vaccine with moderate benefits [pushed forward by political will] a genuine world-beating vaccine [vaccines] will take time and a vast array of knowledge from multiple experts.
And, while all the pharma plough their cash into development, Open Orphan will continue to generate profitable income regardless of outcome.
Open Orphan is at the beginning of its journey [covid and non covid].
Ivy.. Don't disagree although I think there is a slight disconnect at the moment with facts and timescales. Orph will be lucky to get approval before the end of the year for the challenge study model, even with the new hands to the pump. meanwhile the media are pushing the Moderna story has having plans to complete stage 3 by September given FDA approval for fast track development. Now the question is how reliable a 30k people randomised trial will be, how how the time lag also. Recruiting people at end of July but trusting community infection levels will provide the base line. I am not at all convinced this is an silver bullet by September. Happy to hold
Agree if that is the reason peeps do not understand this at all.
Moderna have announced an immune response in p1 trials in their mRNA Covid 19 Vax.
What do people expect.
1.It is phase 1 so way behind some others so PR is vital to get further funding and this is same Moderna that some of BoD sold shares on a previous Covid 19 Vax “ announcement” after a previous raise.
2. What was this response.Hiw long did it last.What were IgG and IgM levels and crucially how long did they last.Hardly conclusive due to size and length of trial.
3.Cant do patient sub sets.
4. This will increase likely uptake if human challenge studies to accelerate all 200 Covid 19 Vax attempts.
GLA
has spooked investors in this type of stock.
To put it bluntly they dont have a F clue.