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Wonder how close we might be to news that Genmab will be taking SC129 into the clinic. It's already been discussed on here that if that happens, it would be a big surprise if contractually, that didn't trigger a further milestone payment. Stab in the dark $10M+ dollars at that point in time. Remember that Lindy was bullish about its prospects in the presentation complimenting the Interims.
That would be cool and underpin the SP for other newsflow anticipated this year. Just around the corner? Maybe!
WTP - my take………
It’s broadly about paying someone to make sure regulatory submissions are faultless and delivered on time.
Pretty pointless surely, to waste money fulfilling that role, if there are zero plans on the table, to submit anything to regulators?
Yup. Maybe this link helps.
https://www.abstractsonline.com/pp8/#!/20272/presentation/11402
All in the recent RNS for anyone to read but...............
Second stage of SCIB1 recruitment expected to complete by end of Q1 (don't know if on completion, that would generate a standalone RNS).
iSCIB+ recruitment has hopefully started, as announced.
Early data expected Q2 / Q3.
Worth saying again - no safety issues reported to this point in time. No RNS = great news.
Other news may be available ;-0
HAGW
There’s the difference re view on strategy. I don’t find it puzzling at all. They are very clear via RNS in what they are doing and why and like I said, you either believe in that way forward, or you don’t. If you don’t and you’re not underwater, why remain invested here when there are so many alternatives.
Yes, opposing views on the company’s strategy is exactly what I'm clearly calling out. What anyone would remain invested in a company where they have stated they don’t agree with the strategy, is beyond me (unless underwater and not wanting to crystallise a loss). It’s like backing a racehorse you don’t believe has any chance of winning.
There are two camps here. Those who state openly that they don’t believe in the strategy of the company and that acquisitions are a distraction (but remain invested) and then those that believe buy and build + elements of diversification are the right way forward for the company.