Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
No hard feelings Thompi, since then I’ve really enjoyed watching Ophidians relevance in the conversation diminish, with his toys frequently flying out the pram in all directions. His recent deification of Hurst and the riddles have been particularly amusing.
Hi Mark, I did nothing more than tell him to stop being so obnoxious, but the manner by which myself and a couple of others copped it rather than him, showed Alberts colours. It’s no skin off my nose and I only mention it as it showed a distinct biased selection process to the group which raised my suspicions somewhat. I do appreciate your updates from the group and your email contacts with AS though, thanks.
I was thinking the ‘very large tumour shrinkage’ was likely to be from C5 Jive, so my fingers are crossed for further patients responding very well in C6 and indications of C7 patients heading in the same direction, this would be dynamite for them and fireworks for us
Ophidian, if you’re sat in a room and everybody else is wrong/unpleasant/whatever , you’ve got to ask yourself ‘Is it them or is it me?’ I feel this may be a recurring theme you might recognise in your life.
Yep I can quite easily see it not changing, but if they want further investment the broker notes might want to reflect the genuine Cos not just a cribbed,from a risk analysis chart, generic 10%. I was thinking once out of P1a Avacta might also depart this 10% zone, but we are still going to be in this ‘fortnightly study’ no man’s land. Possibly 0% Cos then as it’s not mentioned on the chart!
So, given our current target price is 180 ish, pardon me not properly bothering to look that up. What will it be post data? The current broker note seems to hinge on Ava6000 having a 10% chance of success. Incoming data will almost certainly categorically change this. If it alters to 50 % say what does our target price become? A lot more than 137 I’d wager..
Yep PL, completely agree on the data release timings. I’d release tomorrow, press over the weekend, explainer the following week. This is apparently a ‘managed’ situation, not just a colliding of dates. But my day to day skill set doesn’t give me any right to pontificate on how to handle these types of situations, so I’ll leave it to the pros.. and critique from the sidelines!
What I hope and expect is the data is so compelling that sitting waiting for the P2 with Soft tissue sarcoma patients to complete, before advancing A6000 in other indications, is crazy.
What I hope and expect are deals to expedite multiple trials of Ava6000 in various other cancers. I hope we start to see these deal land shortly post data review.
All this is post data, but I believe this will be the true value driver.