Member Info for beinthelead

JT - don’t mention the Affimers! 😊. As you know, I’ve fully discounted that partnership. I don’t think it’ll go anywhere. This tech is enough for anyone to have delivered.

I’m the first to stick the boot in BV, but navigating a company on this market, to get to platform proof is a pretty stellar job. Time taken is a joke, I might add.

He took a risk on the tech where others didn’t even notice it. Risk rewarded - well, nearly.

Bottom drawer Timster. Unfortunately.

Sir Al will have no choice. He’ll be gone before long.

JT - Chris confirmed yesterday that the short study would be a mixed pop. Refractory plus naive. Which is great. Should make selection simpler and speedy. The patients should want to join, having seen the efficacy results published yesterday.

The tech is superb. And the regulatory path they’re navigating really is clever. The complete lack of funding clarity, and misleading of investors is what’s dragging the SP, totally diluting the good work being achieved.

Agree with all 3.

The affimer will never save us. Don’t remind me of that failure.

PK, after 2 years not available. A joke.

Again, fully agree. Takeovers will not hinge on today, tomorrow, or AS. I’m really cool with the company potential.

I’m not cool about AS. With respect, I understand the predicament and have spelled out why he’s done for me.

Again, tech mega happy. Give it to somebody who can get it into the arm and pay back those who’ve backed it.

Absolutely, NY. Hold out for the best deal.

Key issue; Stop saying you’re in the deal window, edging deals, then to kick the can in the hope all with forget.

Stick to a consistent story, however long that may be.

This pack was meant to be a detailed pack. It wasn’t.

This pack was the inflection point. It wasn’t.

This pack proved the platform and signalled deals. It hasn’t (yet).

This pack was the pathfinder for a long list of chemos. Now it isn’t. They’re old.

The market size for dox was “$1,2 - 5bn”. Now we’re told not to get too excited.

He’s now lost the commercial dressing room. No acumen.

NY - he’s not transparent when he wants cash. He speech was totally at odds with what he said even 6 mo the ago. They were in the commercial window then, but now only starting the curve today.

He hasn’t a commercial scooby. Fantastic achievement with the tech, move over and take the help.

PL - Pin that post. Perfect summary.

Ny - some good advice in there.

But even after calm, it’s true that AS needs some immediate help and be reminded who’s paying his £400k salary.

He continues to onboard cash burning folks that are not delivering value to SHs. Today’s box interview was a kick in the teeth.

Should be helped or replaced.

Zero commercial acumen. Benefit of the doubt while he stumbled to tech proof. No longer, he needs to be relieved of the mic, and massively pressured to deliver.

Agreed Energy. Keep away from that idiot hill.

Very miserable today. That’s clear - licence deal AS.

Stevie - December 24 being at this price is a good thing?? 120p for over three years, that would make it 4.

He needs to sell the tech and get on with it.

*vox - viz would have been far more valuable.

Did everyone listen to the viz interview?? Very clear what’s happened - he’s booted the can so far down the road it’s been recycled.

What a performance. Best yet - needs to go

Wouldn’t bother Tim. TLDR; he hates shareholders.

All about cash. It works. No more questions - sell the substrate. Shareholders now in control. Deliver AS.

Ophidian - exactly. Doesn’t understand, yet pulls the easy thread.

The data is very thin, my main criticism. There’s enough to tell us it’s working, but I’d like to have seen more.

Eggy - I’m not here to throw abuse. Never done it (unless really miserable).

As a stately figure once stated, “I simply correct”.