RE: Ray Pointer18 Aug 2018 21:34
Ray, an interesting point...................."""..There’s a lot of talk about these” immunotherapy combinations, says Roy Baynes, head of global clinical development at Merck, “but I’m not aware of any trial that has convincingly shown that the combination is better than PD-1 alone.”
Perhaps Merck are not yet a convert to Lindy's science and are waiting for further proof that hopefully the Combo trial will provide. The preliminary results from the trial may be enough to do the trick."""
We do know there has been a third party delay, harder to imagine it is Ichor, and we know funding the SCIB1 Combo Trial featured highly in our recent raise, just perhaps that delay has come from Merck themselves. Not sure of their involvement in any IND, if any, just trying to explore any avenues for delay. From e-mails received don"t think we have too long to wait now, just MO.
Not sure there is much value in comparing the company to the one when the SP was 60p maybe that is a question for the market whose value in many biotechs has seen exaggerated highs and lows, I just feel the market is very aware we need much more funding, perhaps beyond the typical dilutive, discounted funding options available to turn our potential into something far more proven. I think in that respect we have never been closer to achieving that.