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What’s the opinion from those who have monitored Tim’s body/ verbal language, on the slip of the tongue.
Deliberate of genuine slip?
GLA
Aber
Parker had farrrrrrrrrrrrrr too much on today, he’s still gotta find time to bang on about Brexit and ramp up random cannabis stocks... cancer and immunotherapy can wait mate :0)
By the way, I should have mentioned the $10~20M range for a deal were the upfront payments with much larger figures for the milestones and royalties, also these were for a pre-clinical deals and deals in PI and PII were substantially bigger figures.. andy.
Hi All - really enjoyed the presentation and delivery mode.
SO MUCH news in the pipeline and looking forward to the year end and Q1 2021
Aber. I'm with you that the size of deals were quite low ball figures, could be TM is not wanting to build expectations too high, hopefully the deal when it comes (36 minutes into the webinar he let that one slip) may exceed the published numbers but clearly won't be the billions some are expecting. So my feeling is he was managing expectations so that if a deal is struck in the $10~20M range it will be seen as positive and not negative. The interesting one is he mentions several times SRRA now going to develop 737 in house and if so we should hear something very soon. He claimed to have no knowledge as to the progress of 737 which as a co owner of the product I find hard to believe, he knows, but probably not allowed to disclose due to contract constraints. All in all for me the near future looks very bright with several near term price drivers on the horizon. gla. Andy.
To me, S Parker simply reeks of a box ticking appointment; his anti Brexit tweets and abundance of MGC postings but lack of anything aside from some retweets on Sareum just increases this view.
As an aside, I enjoyed the presentation today and liked the format/info. On-wards and up-wards, best of luck all.
Hi Afham - yes I picked that up too.......he said something like “when that deal happens” and quickly repeated adding “if” into the sentence
Freudlian slip.......
As a separate aside comment I found JR had a much better presentation style without the continued stuttering ... and was surprised that S Parker was not also available for the financial side
For me the biggest surprise was how they seemed to have really toned down expectations of deal values as compared to previous celgene/nimbus deals and the sizing they had previously put in the RNS as expected values ... almost like they did not want to greatly increase the SP with tempted values ... very strange ... Not sure I feel comfortable with smaller numbers they quoted which were :
Preclinical - 10M upfront + 240M
P1 - 240M + 900M
.... they appeared to want to push towards P1 if they could obtain funding
But some stuttering and slipping when questioned about II’s etc .... not sure if anything was hidden but we may find out
Really did he let slip a deal is in the offing
Yes, that was quite an interesting comment....
Well sidestepped II question
Hi Thoth - I picked up on that one as well ....
slight freudian slip. in the talkover. "when that deal", pause "if or when". :)
In the presentation TM put up a slide showing example preclinical,P1 and P2 deals ... preclinical up front example only £10M .... think with what SAR have they should be targeting bigger deal examples like the old celgene/nimbus deal