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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.
Finished at £1.08 on 18th Jan. 52 week low was back in October.
Not down at £1.03 per your prediction as of now (Dartron). Per Results RNS (Dec), we are due a 3rd quarter Trading Update here before end of Feb.
Guess we have to wait any see if there’s anything in there that moves the SP towards your prediction, or further away.
Well that all depends if you are an investor who believes in charts, or if you consider them no better than hocus pocus.
I guess it’s for all of us to decide whether to be a member of the “nothing concrete” club - or believe in the credibility & superior knowledge of posters who understand the science and underpinning processes.
Now, let me see………..
We also recently discussed on here the words Lindy used in the Interims Presentation, relating to Genmab taking SC129 into the clinic. Open to individual interpretation of course but those words did appear bullish and that it WAS being taking into the clinic by Genmab.
It would be fascinating to know how SCOPE recruitment is going.
From the Interims:
Second stage of SCOPE study in advanced melanoma with SCIB1 anticipated to complete recruitment in Q1 2024 with data available in Q3 2024.
· iSCIB1+ cohort of the SCOPE study to start recruitment in Q1 2024 with clinical data expected in Q3 2024.
Yes, Q3 is still some way off but the end of Q1 really isn’t that far away now.
New ISA year also approaching. I wonder if that might be on PI’s minds, given the upbeat Interims and published timelines. It’s on mine :-)
HAGW
The Betamax/VHS analogy wasn’t intended to provoke such deep analysis. Of course it’s not the same as medicine - that is bloomin obvious!
The point is a high-level one. What some folks strongly believe is the future, doesn’t always turn out to be the case.
Anyway, enough of these analogies. I have an appointment to get to, so it’s on with the Google Glasses and fire up the DeLorean.