Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I just watched the interview and RM was spot on. Targeting the right patients is critical for success now.
He was candid about what would happen if they just repeated a Clinical Trial without targeting.
I suspect they are waiting for more tests to be developed, bio-markers to be identified and the results of the observational studies to be analysed.
They know this is their last chance and they want to succeed for personal as well as professional reasons.
Hopefully, the new genetic tests (from Casanova Labs, etc.) will target the right patients.
If the P2 trials are successful, I will sell up. I do not trust the management to run a P3.
I am over-extended in this share.
GLALTI
Yes, I recall someone stating that BP and Gov wouldn't be interested in SNG until there is further data. It was recorded during a conversation with a director after the main AGM presentation this year. The phrase "opening the flood gates" was used.
So, we have to wait for P2 results.
Given the situation, I am prepared to wait until there are effective tests (e.g. from UNIVERSAL and Cazanova) to determine suitable patients to ensure a greater chance of success.
They need 1000 patients for the study but at the time of writing-up this part of the study they only had 100?
This is an important study for us.
Will they have enough patients/data to inform the design of P2 mini-trials by December?