Sapan Gai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the video here.
“So its from that afterwards selected data you/we can calculate the probabilities. What if all 10 are taken into account, the result is even worse.”
Not really Donald, we are not going forward saying we have a new drug that can treat these 10 cancer types, so how on earth are you thinking the we have to put the other 5 in the chances of successful treatment?
You really don’t like Markku do you? And you really are starting to make yourself look a bit of a fool!
How do we get to a sensible offer without first further proving up what we have?
If Markku was to value us at £2-£5 billion as suggested by the deals he referred to last week, we would be currently priced at £40 - £100 per share! Clearly we need more results to get anywhere near that price, I’m willing to wait a while longer yet and it’s seems Markku is to.
No deal does not suggest there is a problem with the data, not matter how many times you try to imply it does!
If you took your vendetta against Markku off the table maybe you could see no deal might just mean Bex is progressing as planned and the longer Faron are in full control the better.
"All this feigned enthusiasm is a sign that licensing went wrong in the summer" with whom did we try to get a licensing deal in the summer? Can you not accept that the results for Bex have been positive and the longer we keep full control the better?
"and now we have to get funding from investors" we are not at market yet, one way or the other we were always going to have to get funding.
"Big pharmaceutical companies are not convinced of the existing data" have you taken a poll from those who viewed the ESMO presentation, or is this based on your own negative view?
"Markku is trying to convince small investors by talking up the share price." Clutching at straws now to suggest small investors can keep the lights on.
"Yesterday’s speeches are by no means in line with today’s news" what did you feel was missing from todays news?
How much did you lose on the Vap deal...
Have you factored in the survival rates of alternative immunotherapy options...which not not very high.
Also we are currently last line, what happens when we are testing on patients that have not already been through 2, 3 or 4 rounds of other treatments first?
Finally what happens when we can identify through bio markers the DCR group?
Markku mentioned the two deals in your link at last nights presentation, if he thinks we can achieve the same sort of valuations we are looking at a 10-20 bag from here...assuming no dilution!
Could we get that sort of valuation from one tie up or would we be looking at multiple licensing deals? I don't think currently we would get anywhere near that on a straight take over, which is why I am happy to wait for us further prove up what we have and potentially surpass those other deals.
Totally agree Sax!
Anyone who didn't watch last nights presentation should watch it https://www.youtube.com/watch?v=CCg4ay02Fmo Markku is on from around 34 minutes.
I wonder if todays will reveal anything or if it will mainly be scientific chat that goes over our heads...
I don't think the masses realize how significant Bex could be, not only as a stand alone but also in combination with existing treatments. The potential markets we can tap into are worth multi billions, if all goes to plan we can 10 bag from these levels and still be cheap!
I’m not arguing, they were genuine questions but if you don’t want to discuss I’m not really sure why you are posting on a public forum?
Especially one that has a number of holders that have actually done some research.
What’s changed in the last 10 weeks since you bought Gaz? Other than the HIBISCUS trial has started, and we have significantly more data due on Bex?
Are you still oppose to research or do you just like to moan? What did you think would have been announced since you bought that hasn’t been?
Do you consider yourself a long term holder having been back in for less than three months?
I think we are expecting them Q4, but as they are not in our control it could be anytime. We may also get our first readouts from HIBISCUS Q4, it would be good if they are both positive for them to land at a similar time.
On another note it was nice to see Maija liking Sax's tweet over the weekend, I like to think that was her confirmation we are in for a nice surprise on Friday...
Next week will be 4 months since the last Bex update, I am hopefully we will be updated on how the increased dose and frequency has effected results. It would also be great to hear if we have tested any earlier line patients yet, or when this is likely to happen.