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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.
To take it back to where it started. No company making a bit of ‘bread and butter’ money from producing an out of patent Chemotherapy is going to sabotage or put pressure on clinicians if a better alternative comes along. They would be much keener in partnering to develop it or even manufacture it.
Come on Viking raider. You can do better than that. With a name like Viking raider you should be ‘ I’ve remortgaged my house and I’m all in’ or ‘ I’m going to short thus mofo down to 30p you fools’. This is more Cruise on the fjords, must try harder
Currently Dox is off patent Oily. Just bringing it back under patent again would be huge for any big Pharma. That alone should be enough to assuage your ‘concerns’. With less side affects a broader population could be treated with it, think kids, the elderly people with Co-morbidity.
That’s no coincidence, trained by Ophidian, ridden by Hurst. Hurst will borrow Ophidians Chorizo to help whip ‘Rumours are flying’ over the line, bang in time for the 3pm mega RNS. The clues are all there, just too stupid to see them
Is Hurst Ophidians mole stateside? If only I was more cleverer the writing on the wall is clear to see. So Bego are on the bid, NY size orders and by now New York are tucking into lunch. We used to have the perfect guy on this board a couple of years ago. Poirot, where are you now? The plebs need you to unravel Hursts coded language and Ophidians mystic clues. I was labouring under the misapprehension that one was a semi functional chatbot the other a semi functional charlatan, are they onto something, please Poirot save us..