Apologies if this has been discussed previously but just read through the agm notice and saw the resolution allowing board to buy shares back. Has this been a resolution passed at previous agms? If not, to me that would imply they are expecting some serious cash to come their way in the next year.
I have been an almost universally positive poster for the last few years but my patience has expired with our BoD. They must share collective responsibility for the fiasco around trial timelines. If all their rns are to be believed then they should have had the UK arm of the scib1 trial prepped to go before they even had feedback from the FDA about Ichor and yet still we wait... The only explanation is that they have been incredibly economical with the truth. Also if we go back to the pre ind meeting with the FDA 2 and half years ago to the day, how have any ichor issues not been over come since then? I messaged CH asking about trial delay and he predictably pointed to Ichor as the hold up, I pointed out that this had no impact on the UK arm and didnt receive a reply. The silence, IMO, speak volumes.
Er...because it's his job to promote the company...am not saying they are close to any deal as they have repeatedly said data before deals, but the fact he presented at an event like this is neither here nor there when it comes to deals.
More polished performance than usual from CH. JC was in audience. Modi1 to start early 2020 now and in post talk chat talk of a second project with Biontech although no details provided. Have a recording I will share tomorrow.
Interesting that the Chief Medical officer of BN has retweeted Boom's tweet promoting scancell and cancer vaccines...almost certainly just referencing the article, but weird that he would 'endorse another company like that.
Just telling it according to my impression st the time C7. I had always come away from those proactive feeling positive previously. However this one, not at all. We are in clear need of substantial positive news and something to attract a new raft of PIs IMO.
I spoke to CH at last proactive and he was not bullish about the GC. He mentioned that the delay in the prize announcement he thought pointed to possible funding issues for CRUK which meant he thought they would be less likely to fund 4 GCs.
At the moment we have multiple bits of possible news that could land at any time...GC... BioNtech...Scib1 Trial... Scib2 update (April seems to be when they update their portfolio list)...left field... etc. Personally I want Modi 1 manufacture sorted asap...I didn't like the sound of the AGM chat regarding the difficulty of production...did anyone follow that up coffee q&a after?
Is RG's left field news going to end up being China related...at the Proactive earlier this year he spoke of things he was 'deeply involved in' . Now he is presenting in China at somebody's specific invitation. He has also spoken about the number of smokers in China making it a huge future market.