Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
The way I read and heard it is we’re waiting for the C6 cohorts to mimic previous cohorts clinical responses, bearing in mind they have had approximately 2-3 rounds of Ava6000, so another 2-3 rounds, then P1a data set is released. Q4 sounds realistic. So I agree with Rorkes and Pl complete change of approach. I wonder why? Oh yeah paradigm shift
I think it’s worth remembering that AS have to plot the best way forward for the company and what Jive suggests in that example is a canny way of getting there. It would also be good brinksmanship if bigger fish were circling looking to swallow them up whole. I know if I was in that kind of position I’d be talking about all the deals and partnerships. I think it’s becoming a big game of poker. It’ll all be deals this partnerships that, then one day takeover.
Thorns. A chief development officer leaves a chief medical officer is sought. Think that says it all , suggests they’re moving into a different phase. Neil Bell may be ill, may have new job, etc etc. I think the new set up with a BDO and a CMO is the new setup due to the imminent commercialisation of the platform
Neil Bell leaving could be for so many reasons it’s not worth postulating, I have a few theories all could be correct or way off, but as I don’t have an agenda I keep them to myself. That they had a massive bust up and it shows disarray in the camp isn’t one of them. Desperate attempt there eggy, you used to be better at this, I suppose you don’t have much material left to fud with now
AS has always said there are no published studies, I suspect they have a fair idea how much standard dox gets into tumours. 50 years of a drug being on the market and nobody has measured the amount in tumours seems unlikely to me. Nobody has published a peer reviewed paper. I can see why having a standard dox comparison in P1b will make a solid indisputable data set
What exactly do you want to know? News happens when it happens, do you want to know where Neil Bell went on holiday? How the new mass spectrometers calibrating this week? If you don’t here anything we’re cracking on…
Great point pigster, if the concentration of dox in the tumour is unknown under dox I’d imagine this could well be the case. My impression when Al was talking about this though, was that there were ‘ no published papers’ about the these dox levels. I’m sure they know already what these are though, just no empirical peer reviewed paper .