RE: World Ranking UK No. 123 Jan 2021 14:53
Scinv - your logic is b.llocks mate.
1) There is no regard for IP in Infringistan, hence we need to sell ANG001 at £10 a fix in countries that do care about IP. This makes no sense.
2) Nobody else has made a move into inhaled ifnb (a large pharma could do a trial and get an eua in under 6 months for under £60m, which is peanuts for them) because there's no profit in it, but as soon as we get our P3, every man and his dog will flood the market with off-brand inhaled ifn at £8 per fix. This makes no sense.
Not going to argue about our IP position or the science behind SNG001 as I know nothing about them, but your commercial thinking is way off/borderline delusional.
Last but not least, RM outlined SNG strategy back in October - why are you still holding if you think the core company strategy is *******s?