Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
What are you going to learn, they have a good stock of white coats that look nice and clean, the coffee is good but not too good, likewise with canteen, the cars in the carpark are acceptable, they are moving liquids and some solids around, can't really tell it's in a lab and you're on the wrong side of the glass. What are you going to achieve?
Don't be soft. Who'd go, all of us? no one would ever be satisfied with who went, ophidian would have a hissy fit a dox people if he didn't, and he'd them they were doing it wrong if he did. Think about the practicalities of what you just asked.
Yes more revenue, possibly less cost per standard dose period as you're not dealing with side effects as well, with all of their specialties and drugs. But one of the reasons that the dox has a limited revenue per patient is that they die.
Interesting, would be a nice surprise, but I'm putting it in the unlikely to happen box. If we were BP probably more likely to happen.
What is 'a pill' a pill of what? There are chemo's available in pill form...
Did he? I don't recall that. Any evidence?
New retail can buy new retail levels of volumes at the current price which is 4% above placing, so that's not really a problem is it, and lets face it traders are far far more likely to sell on at the first rise than an Insti who will generally hold for longer as they will have approval processes to buy & sell with target prices etc. vs a trader who 'just reacts'.
You don't remember correctly, both were present, doing different jobs.
I can't help looking at winnie on occassions, and to answer one of his pointless points.
What's the very very very worst case scenario for cohort 7 data in a safety trial. They are seeing side effects? So the limit has been found, which was the point, and they drop the dosage to cohort 6 levels, still well above straight dox. That's the worst case scenario, even if the side effects are lethal.
Technically everyone on the planet is required to rule out rare and idiosyncratic reactions.
A different telegram team to the one I know about.
Timster, me? Nope haven't even looked at that conversation, but it should be no surprise that they'll need money at some point, the fudders will claim raise, the optimists will claim deal. My gut feel, deal.
Not involved in that conversation, but at some point in the next 9? months they'll need some funds, funding maybe? a deal maybe?
More the one that carries the towels than a true team member, although in the interest of not being insulting that's an important position.
they've been quiet for 7 working weeks, that's all, half a qtr. whining ****.
AHS, I always thought the point in investing was to be in or out of a position before everyone else and therefore before the price stabilises, otherwise you are getting in when it's gone up, and getting out once it has gone down. This is leveraging knowledge. This is the world of Ifs Buts and Maybes, if there are no Ifs Buts and Maybes left then there is no knowledge that you have that no one else has, and there is no opportunity for significant growth.
The big Question is, that you seem to be missing, is what most of us think here correct?
1. We think it works as a delivery mechanism - certainly seems to the ratio of dox in serum vs tumour suggests it's behaving exactly as expected.
2. We think the warhead will work - it is dox, it's not like dox, or an analogue of dox, or similar to dox, it is dox, it's worked for a long time so that'll do what it does.
3. We think the side effects are lower than dox - certainly seems to be the case, people are having much more than normal dox levels and they aren't dying, and side effects are much lower.
4. We think this will be valuable - dox is off patent, cheap ish to make, understood, effective, why wouldn't you use a form of dox that you can repatent and has low side-effects and you can use on more people, at higher doses more often, and possibly on different indications. Not proven yet, but it stacks up.
5. We think that this is not just 1 drug, but is a platform - the same can be achieved with many chemo drugs that are too toxic, or are on a patent cliff.
6. we think that the platform nature will be more valuable - if one drug is worth x, then many drugs are worth >x?
I'm sure there are other points.
So If you want to wait for revenue then fine, that's your choice, that's your risk profile, but there's also a very different reward profile at that point too.
Insert meme of Ralph Wiggum rocking in a chair saying 'I'm challenging, I'm challenging'
If it's a whole separate management team that generates the cash who cares if it can do better in the immediate term, it's washing it's own face and not taking cash from Tx, indeed it could get to teh point of generating 'keeping the lights on' money, so the going concern question just goes away.
Agree, management team separate enough that it's not a burden, if it's profitable then that's great.
They would know something specific that's not on the public domain, as opposed to something generic.