Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The formulation in/out comment will have been made with the knowledge of this (so far) failed negotiation, and I think it was more about managing our awareness and reaction. I expect a win:win compromise to be reached here because business doesn’t tolerate immature reactions .
Apologies for inadvertently starting a new header - think I've just learnt how to do it in a thread now
Regarding sensing a potential takeover, this one chimed the strongest for me, "Her proven track record of leading a company to a $400 million exit, is something our team is keen and excited to learn from."
I can't profess to read all messages but I don't recall a thread discussing the intra-tumour quantity of fibroblast activation protein (FAP) as a variable and the possibility of saturation of this necessary metabolic step. All I have seen to date are comments that FAP is found in high concentrations in solid tumours compared with healthy tissues.
As FAP is necessary to cleave AV6000 it therefore follows that unless FAP is present in excess amounts to the amount of AVA6000 it is the amount of FAP, rather than the amount of AVA6000, which will influence the amount of free / active doxorubicin in the tumour.
Tumour size, type and cycle stage will all presumably influence the amount of FAP within an individual and then there are inter-person variabilities.
Perhaps it is the concept of saturating this activation step that has led to smaller incremental doses than some have expected for the dose escalation steps.
Also, assuming things progress as hoped, could a test to determine potential FAP activity within a tumour play a part in initial dose selection?
It would be interesting to see views on this concept from others far more knowledgeable than me and/or confirmation that the quantity of FAP is unlikely to be the rate limiting step
Presumably this is all for DVRG work, at least for now but the scarcity and demand for CL3 lab space also provides additional revenue opportunities should internal demand ever fall short of capacity
I was lucky enough to buy a small amount at ~ 20p so seen a great return. I'm seriously considering selling some to recoup my original cash stake if we have a blip up to around 80p again before the FDA announcement to bank some profit (something I haven't been good at in the past - to my cost). This is in case the 12 month review is confirmed rather than the desired 6 month review, when I would expect a small pull back. If it does I will likely repurchase.
I think HT2 makes a good point. The price is right, it will have wide appeal (think Blue Planet interest), its family orientated, has wow factor and is something very different to what most families already have; also doesn't require additional tech other than a smartphone. Hopefully this will provide sufficient revenue to get us through the pandemic until science comes to the rescue and reopens society allowing a return to previous share price momentum
My first ever post. Just wanted to chip in my view that all in place for rise before 3rd May. Massive volatility between 3rds on rumours, steady increase to announcement - human nature. Then D-day and who knows. Everything lines up for approval though - v positive clinical papers, desperate need for effective antibiotics, ready high value market due to indirect renal issue costs with vancomycin, 10 day course rather than long term allowing swift recovery of any hepatic damage. I plan to sell some before D-day - to reclaim my 14th Feb loss and bank a bit as bought more on announcement of Type A meeting, then gamble remainder on binary play. GLA