Member Info for Botski2

Wont be wasted if it's followed by a double page spread in the Weekend FT.

Obviously expecting some increased traffic ;)

Still before :) i think they already have the data and are prepping the PR side of things. Though i think it'll be between 70-80% response rate (still amazing).

Before... nobody releases news between Christmas and New Year.

Couldnt really say either way. Wouldnt want to risk being out!

One other thing that stood out. Lindy and JMC both said that when the trial data (if its good) is in they'll bang the hell out of the drum and make a song and dance about it.

Not sure that was in the presentation perse Bermuda think it was from.the chat.

Link https://we.tl/t-cBicONkyDf

Key take outs for me

- IScib1+ probably has to beat Scib1 to be the choice for registration trial, not just achieve 70%. Jean-Michel stressed that every percent of response rate counts to oncologists and insurance companies and with personalised treatments becoming more of a thing, having a product that works really well on a smaller population sub set is still very very attractive.

- Recruitment is ahead of what it says in the slides

- Sath and MD very positive in informal chats post q&a

- Didnt seem to be any worry about how the registration trial was going to be funded.

- They may look to deal on the glymab they'd hoped to hold on to themselves.

- Theyve modeled going the full hog to actually selling the product post registration and suggested £100k per patient for Scib1.

- Cautionary notes about a Nasdaq losting from MD though he hinted they might possibly consider dual listing and that all options were open.

Audio to follow

Liverpool St

Yes I will be attending.

Just remember that anything over 70% is great, dont be too disappointed if theyre not as high as 85% at the next read out

Is a buy

How can it be a smooth transition surely registration trial has to be one or the other?

Quite a few references to either Scib1 or IScib1+... and am right they've manufactured enough of both for registration trial? Previously all the hints were that it was going to be IScib1+ .... wonder if Scib1 is outperforming it in the trials... given commercial benefit of IScib1+ how much better do people think Scib1 would have to perform for them to go with it for the reg trial?

In any great quantity, and live bid is over 17p...

Looks like we're edging back up

They're going to have to try something as they've got a lot of buys to settle from the last few days.

Can sell 250k at 18.5

75.8p

18.5p paid... big finish on the cards?