RE: What does Vlad think of share reaction14 Oct 2021 09:51
Not sure if the message got across on here or it was another chat elsewhere, but the company is expected to give more regular updates on a number of fronts. I look forward to that and believe it will happen. On the CDX side at least, EL are no longer going to have any say on what we RNS. Got to think they had some influence on yesterday's underwhelming language. Did HEMO even get to say it was "pleased to announce"? Don't think so unless I skimread!
I do agree with the comment that herd mentality led us to believe EL was going to be driving this more...but, Vlad wants proper value for his products, and hence HEMO running it alone fits with the profile of developing further so that the value falls on the right side of the equation for us. All of this progress will be based on incrementally successful trials...so bring on the plan for the trials and let's see where CDX goes. Goes without saying the likely outcome on CDX if trials aren't successful... but...that's why we have a portfolio of product candidates.