Member Info for 13thmonkey

Some risk, new tech vs old, if it all goes wrong then that's a major issue for glasto, if I were the organisers I'd either pay the extra and have traditional + fuel cell either in parallel or as a backup and then proclaim the non usage of traditional when it works, or wait for them to have 2-3 smaller festivals under their belt first and let them take the risk, so I'd expect this to be a 2023 thing. I know it will work, it's worked in some awful environments, but i'm not risking not providing power to 100,000 people in a field and the future rep of the event.

You are obviously allowed to think that.

It's been asked several times recently, and was even answered in this thread before being asked again.

It'll tip the economics of the situation, as sets need replacing the decision becomes more obvious.

Believed not to be as a part of his change of nationality.

I assume like with gamestop, they need to up their price until someone is willing to sell to them.

Filtered for adding zero value to any conversation

Courtesy is the word you are looking for a Curtesy is something you do in front of the queen. Is being unable to use english a pre-requisite (for clarity that means "necessary for you to have before starting something") for getting the job.

Why? Who the F knows, sentiment from people wanting immediate gains? A general reduction of the biotechnology sector? People being paid to talk **** constantly (not a conspiracy if it's true as one of the dimmer ones admitted)? An expectation set by AS that he wasn't fully in control of?

But it still stands, if don't trust the company, CEO and the product then you have to be idiotic to stay, as if you don't trust them then you can only believe it will fail and lose more value.

If a friend said to you, look I've found this company that I think it's a great investment, but I think the CEO is no good and I don't trust the company or their products.
You'd have to question his intelligence for investing, as a David Baddiel character would say, 'that's you, that is'.

If you don't trust the CEO, then why the hell are you invested? You'd have to be an idiot to invest, or stay invested, if you don't trust the CEO and therefore the company.

I would attribute some of the concepts above to those that first expressed them, but they are self evident end points to simple calculations, and the source will attract detractors which is not the point.
Mowzerrocks, agree, my simple analysis assumed that if it's not going into the body at large the doxy is going to the tumour (it can't disappear).

Lets make it clearer, the price that trinity thinks it is worth right now is £2.20, and they get that by calculating that it is worth £20 odd and assuming that Precision has a 10% chance of success, hence £2 odd.
You may think that £20 odd is a lot, that's a £5bn company, with a mechanism for replacing drugs with £10's bn of sales and allowing more sales as many can't be used as much as they'd liek to be used due to toxicity. It'll also refresh their patents for those that are expiring leading to lower development costs. A £5bn valuation is not unbelievable.
So to the 10% chance of success, what is success in this case, delivering more doxyrubicin to the tumour and less to the rest of the body, that's it, not zero to the rest of the body, not no side effects, just lower side effects. Not all of it to the tumour, just more of it. The current indications that led to the allowing of dose increasing certainly suggest that to some degree the above is happening, therefore 10% is now a massive underestimate (my opinion).
The current price can also be looked at in a different way using trinity's valuation, at the moment the price is such that the market believes it's only got a 2.5% chance of success, do you believe that those odds are realistic given a 50% dose increase?

The LFT, is a nice to have, as above the trinity @10% of chance of success targeted £2.20, we will be greater than 10% by now. So the price is low. No if's not but's, no explaining but the LFT.

No it's not. Too low, at the moment a stupidly low % change of success is assumed.

Hunky, agree 100%. Highlighting which of those are already involved with us and why would be useful,

If they show us something interesting, stage payments for instance from LG Chem, we've no idea of scale of these, but that would have been represented in the cash on hand figure at the end of the year.

Tallpaul, precisely, it's a different branch of the company, diagnostics must be doing something, but what? At least looking for affimers for other things that need identifing, at most finding an antibody or even an affimer for the transport part of the lft so that it's more resilient to mutations, and perhaps more universal.

You understand that trials are not controlled by him, and information about trials is not controlled by him. How is he meant to get his finger out? How is he meant to speed this up? He can't, you know it out you really need to know it.

Even if the the test beds that they used at the moment had actually started to self sustain the build they'll still have to work through the problem of having is sustain for long periods of time (think months/years/decades rather that 100's of seconds), the problem being that the when they use deuterium they have a fair idea as to how tritium will work, but tritium is A) very very very expensive, b) very scarce, c) leaves the machine radioactive for 3-4 months, whereas deuterium would be able to be worked on after a week or so. So the improvement cycles are very slow, and the problems of maintaining things for very long periods is very different to 100's of seconds. Then scale. So even even it worked perfectly today i'd suggest another 5-10 years to get to long term running and 5-10 to scale to first iteration of commercial scale. It's closer than it ever has been, but that's true of everything in development. (if you get a chance to go around the site at culham, they do public tours, do so it's really interesting).