focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Badshah
301 JV
401 financing
201 full results in Q4
BC201 update
Lots before Xmas!
That is significant - should spike the price.
The Company intends to share these results with potential industry partners to evaluate all options for further clinical development of VAL201.
Just wow!
They will then have / need a JV partner to move to next phase via licensing or trade sale, which is apart from the value in the advancement of the IP (headline 201 this week) is where the real money is. Who knows..... we may have hi t of talks with partners or perhaps may even have one!
16.12.2019 201 RNS
“The results appear, in advance of full analysis, to indicate that the VAL201 compound has a clear impact on patients with prostate cancer, as measured by PSA - evidence that is supported from tumour imaging (MRI and CT) in subjects. The compound has also shown it is very safe and has a high degree of tolerability, up to a dose that is in excess of the predicted dose and any practical therapeutic concentration.“
Rhubarb you said:
“ Hard to place a figure; similar markets typically generation 500m in instalments up to Phase 1 commencement, with single digit royalties on release for IP transfer. But with these recent acquisitions, many are still early preclinical; this one is far, far, beyond that stage. So worth much more if sold rather than partnered.”
And
“So, in essence, and I never thought I'd type this, Saint Ts estimates are on the rather - ahem - conservative side. :-o Either way, if the results are even "good", the cash runway position shouldn't be an issue again.“
What is defined as good please?
And really.... circa $500 mn if good?
Thats £6.75 ps!
Sorry 2019!
“The results appear, in advance of full analysis, to indicate that the VAL201 compound has a clear impact on patients with prostate cancer, as measured by PSA - evidence that is supported from tumour imaging (MRI and CT) in subjects. The compound has also shown it is very safe and has a high degree of tolerability, up to a dose that is in excess of the predicted dose and any practical therapeutic concentration.“
Did you know that 4D and SNG have a market cap of £220mn and £250mn respectively..... and VAL?
£30mn!!!!
I did.
Was that a recent Video recording?
Hey guys
We might has news Mon, Tues or Wed - the later it gets the more brown pants it gets! Plus more volatile.
Lol
Hold your nerve as did the same with ASOS at under 10p and now over £50 FFS!
Calm and switch off is what l am doing - text me on Thurs at £2.
What a shake that was today!
GLA
I am expecting a flattish day and then rally towards the close back in to the 60’s.
I was going to say that NS trades were significant at one time but now they are easily absorbed in the daily trading volumes.
3 working days to news!
Thats fine by me and can’t blame NS - sold a 1\3 and derisked and guess he’s letting the rest run for nothing. Good luck to him and all.
Think its going to be a big tree shake day today as people do their final loading up for news next week. Might just turn off and watch the close to keep my nerves intact!
The RNS will arrive anytime from now up to COB Wednesday.
Profit taking and consolidation yesterday should get us moving up to TA next leg of 70/75p INHO.
GLA
Thanks Grace and Rhubarb, l think l follow you.
Could even be a 201 RNS in 7.5 hours from now!
Those with a science based professional background, l would be grateful to hear what you see as a satisfactory, good and Meteoric result for the 201 headlines?
TlA