Member Info for beinthelead

It’s an absolute joke. To be close to losing 50% following SD is not acceptable. Worst still, 3 months after annoying an end to C4, we’re still recruiting.

I think Yeboha’s £2.50 is quite valid. Not in the value I’d accept, but highlights how quick people will be to slice/leave at a decent level. We’ve been bouncing around this level for years now, minus this major inflection point.

People will be disillusioned very soon.

David Wilson has literally stolen a living.

Alan shearer shiny.

“ take it or leave it job offer behind a Bunsen burner soon” - classic.

This is worth multiples right now. But I fear only realised via hostile/no choice take over. This strategy he’s employing is not hitting the mark.

No. He doesn’t. Self sabotage.

Isn’t it funny how they all hate Rip. All of them. He’s their main ‘threat’.

Nice to see SB showing his true colours. Always wants to be correct? Arrogant? Eggs. Smelly eggs.

Its beauty is in the facts. Also lack of numbers. Assessment based purely on tech and what CAN happen.

Have that link on your clipboard and reply to every Wyn thread with a ctrl+v.

Great share. Exactly what we boils be reading alongside our investment. Good prompt to ‘zoom out’.

This communications corralling is a bit odd on reflection. Because RAH and Myles have stated ‘things are being dealt with, don’t worry now’ we should all be content. Load of rubbish. Can any of this communication be shared? If not, why not?

Suggest we stick to articles like this one and waiting for red dots. You can this cover to cover 100x while we wait.

Not quite wiggly. AS used non committal language. As per.

He’s got to work for LSE. Got to.

Might go up, Might go down.

Might be good news, might be bad.

It does turn quickly.

I don’t think it turns with and RNS that states they’re moving to C5 at x. It was abundantly clear that the market had little to no clue what science day told us. Science was discussed for about 6 hours after the event.

They need to communicate strategy. Why won’t C5 & 6 complete in H1 anyway?? Why promote an unrealistic timeline if he knew it would take 3 MONTHS to recruit some patients.

I’m invested in the tech. The company needs to communicate what they plan on doing with it, and when. Very simple. He’s done it before, just clammed up when he has every tool in his armoury.

RD - it’s not about wanting the SP to be higher, that’s an outcome of good communications in my eyes. Communicate the strategy of delivering two cohorts in 3 months, when 4 took 18. What’s the strategy to commercialisation. Rough timeline. What’s Dx doing? Why M&A? What’s next?

I don’t care where the SP sits per se, but it’s fallen dramatically following SD. Which can now be measured as a failure.

SP is an outcome. Strategy and communication retain and onboard new money. A failure negatively affects outcomes.

Bang on Rip. Arrogance beyond arrogance.

Hate mail from PIs over LFT?? Can’t have been more than 10 people sending a few letters… grow up if that’s the case. It’s a big company. Most PIs are mature enough to expect delays etc. but to be blanked and treated like mushrooms at the expense of our investment is pure arrogance.

RAH - agree to disagree on the trial info. There really isn’t anything to protect re patients. Nothing. After all, they should have had them lined up during C4? Why wouldn’t they, knowing an MTD was so far away.

Fantastic tech that I now wish to be both out at the earliest opportunity.

Another mentalist.

Morning MCB55 - that’s not true. Other companies have no problem doing it.

Good spot Rip. Both arrogant beyond belief.

For me, the science has been well explained. Yes, few i’s to dot re PK data in July, but very impressive so far.

What needs some serious air time is strategy to deliver on commercialising the product. AS waxed lyrical some 3-4 years ago. Predicting 1,2,3,5 $bn market for a drug that would deliver a ‘huge’ inflection point on “positive data”.

Nothing. Not a word. Not even a nod in science day to how the tech could be applied to wide array of chemo drugs.

Just. Plain. Odd.