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Just to be clear, TYVYT is a Phase III product with approval from a drug administration. That is reflected in the magnitude of the deal. Our Eli deal will be amazing for us and put us on a truly new trajectory - but I don't expect massive upfront payment like that.
Still trading carpets last I heard
Not looked at NCYT numbers to be honest. But 180 here is very reasonable IF you have an 18-24 month outlook AND properly understand what this company is doing AND it is successful in seeing it through.
Lots of IF / OR / AND functions in there to pay attention to
Yeah we're not going to £11 lol, if only. NCYT is biblical. Our MCAP wouldn't allow that sort of thing. Worry more about the MCAP than the SP.
Comparing ourselves and competing seems to be doing it just fine haha
We did say! xD
Interesting interpretation, HH. Only Lunus can help us on that one... What was the reason for a longer chat on Friday, Lunus? Time for a phone call?
I'm 400,001 now. Happily awaiting news. Myself, family and friends are likely 900k+ now, but they don't comment on this board.
aye crackin' idea, let's throw money at a stock because it's already gone up in value
Your logic is flawed there. NZ's border is basically shut. I'm sure they'd like to open it again quicker than any other country and get their economy back quicker than others. Hence the aim to get plenty of vaccines, then no (very few/limited to as far as is practicable) NZ national is going to die as a result of this reopening. Their Prime Minister is doing a cracking job by all accounts - much better than our clown.
Buy NCYT 365 days ago at 6.75p - say 200k shares costing £13,500. Hold for a year. Sell today your whole holding for £1.35M. Not hard maths
LSE is the only current listing unfortunately
No. Hemo is only available for trading between 08:00 and 16:30 GMT. People just think that Americans will only trade when they're awake. Which is true to some extent. But it's a lot about nothing.
As time goes by, we keep getting news that continues to build a strong foundation of confidence in Vlad and the team. We're not one trick ponies. We're not being stringed along on false promises. Every time Vlad drops an RNS like today, your faith and conviction in what they're achieving should be bolstered. But the price is still sub 10p. I'm not here to complain, I'm here to tell you to give your head a wobble and ask yourself why you haven't thrown the kitchen sink at this share. Look at the positive news flow since even just April/May this year, I plead.
A lot of people are obviously only here for Eli payment, even if you/they kid themselves otherwise. Why else is the SP going down on good news just because it's not about Eli? The case for this company to be highly successful in finding, and producing marketable cures for currently incurable diseases (or new cures that don't involve CHEMO OR RADIATION!), is strengthening every day, yet people willfully sell.
Hemo, if successful, will be re-writing the book on oncology and medical treatment of blood cancers. That's worth a buy and hold of anyone's money at <10p. IMO.
Also, one of the only little drips of info that was "new" to us in the half year results was the mention of "Extended development agreement with a leading global pharmaceutical company ("GlobalCo") to finalise manufacturability work". We didn't know until our latest RNS that this was the spell of work that remained to be done during the extension period from June to Sept.
Manufacturability work is not something Eli would waste their time with in a COVID pandemic if they weren't expressly interested in manufacturing it on a scale suitable for clinical trials. Now, that's a derived opinion from myself and other LTH's - open to your own interpretation.
1st June was meant to be the expiry of the agreement with Eli Lilly (who are GlobalCo) with respect to lab work. The plan was always to allow Eli Lilly to have 3 months after this conclusion of lab work to decide if they wanted to in-license the CDX platform. All that happened was COVID pushed this lab work collaboration expiry back to 1st Sept (3 months on from 1st June). Vlad has since confirmed that the lab work has concluded and we now in the 3 month period of time where Hemo and Eli discuss in-licensing (see half year results, latest RNS).
So, ultimately, we anticipate that Eli Lilly will make a decision between now and 1st Dec as to whether they want to go for CDX or not. I feel it unlikely that they choose not to at this point due to: their name drop (kept themselves anonymous for 2.5 years whilst working with us as "GlobalCo", extension of agreement instead of dropping CDX, Vlad's/Sir Marc's bullish attitude to 2020 being an inflection point in the company's growth etc etc.
That was a sticking point for me too OnTarget. Until someone kindly pointed out that we've already done in vitro and in vivo testing for CDX and the pre-clinical TESTING is what we've been doing for the last couple years w Eli. As I understand it, now remains the IND application to the FDA (about a month to get approval back) and putting a trial plan together which I imagine shouldn't take too long (can be done in that waiting window!)... Eli are old hands at this. All in my understanding... I'm by no means an expert on the process
Basically, everything is the same. But they confirm that lab work has concluded with Eli and they're talking about a licencing deal. That's all I needed to know from this. CAR-T they're very keen to push and keep mentioning the pace to clinical trials which is Bueno
1430 it is then...
fair enough Micky. I do feel we could get a revenue update on mice... but likely not positive overall cash flow. We're too busy investing money in pre-clinical works! Can't make money without spending it in this game