RE: Gap filling?7 Jul 2020 12:19
LL, good post. I am not so sure proven is the word, as MOD1 and even more SCIB1 are proven enough to go for trial , nd the problem with receiving any updates here is until we know eactly where and when we can go to trial, what can they say more in an update??
With regard to Biontech/TCR we can only expect an update if the collaboration is extended or a commercial deal comes from it, which is exactly the same for Avidamab and the three collaborations we have which the first of is coming towards it"s 12 month period. However, IF we can get a Commercial Deal on the first it is my opinion that could expedite deals on the other two before the 12 month period perhaps.
Given this and the big question mark over when trials can resume, that leaves COVIDITY. I was pleased to hear we now feature in the who list, but as Bermudashorts says it means no more than that at this stage. So the importance of a funding deal for COVIDITY is palpable, it could set so many wheels in motion needless to say add value and interest in any funding that may come late for the SCIB1 trial.
Once again I do believe we will get a raise similar to the Vulpes one last year, remeber VULPES cannot exceed a 29.99% holding, and also when VULPES bought their first tranche the hare did rise to 9.4p briefly from the mid 3s at one stage. It is a hard one, an update is further price sensitive information that we are not aware of, I think from that it is clear what we need to happen to trigeer any RNS. Really hoping we get this funding for COVIDITY, it could well be the turning point for us, and also help to validate SCIB1 further.