The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Yes very frustrating as they met with the FDA well over a year ago now and have in theory been planning the trial for 3 years... all our (Ichor aside) elements should have been locked down and written up months ago. Also am hearing from twitter that the company will not necessarily RNS the IND submission which is bizarre as they have always included it in the 'newsflow' sections of their presentations.
We are in multiple partnering discussions on Moditope...and now mention of moditope in combination with other agents....we know about BioNtech...but how many other companies are sniffing around Moditope that we don't know about? Patent grant paves the way for commercial deals. You have to wonder what sort of expert at big pharma could look at Moditope and go...nah that's not for me...don't want any piece of that....
Nothing new to share I'm afraid. Okish quality recording I will share tonight. CH presented well, but it was possibly too science heavy for the crowd. Results from TCR collaboration early next year, commercial terms not yet discussed. Grand Challenge announcement in November. Focus on getting clinical data around moditope before deal, as we need to prove safety. CH pretty tight lipped around discussions with other companies. Am sure Timbo will share full report.
A few reasons why we might not have had one this morning: 1) They want to do it in conjunction with a proper piece of PR. (Unlikely but we can hope) 2.) They want to get the wording of the RNS spot on to help as many people get it as possible. 3) They are too busy on other things to get it done over the weekend 4) They are waiting to rns it when it is included in official bulletin in June 5) They want to announce major commercial deal in the same rns. Either way it gives people a chance to pile in this morning. I think we will see a continuation of our 5% a day rises.
https://www.************/events/sharesoc-growth-company-seminar-in-london-16-may-2018/
Seems to be liking the acquisition!