The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
We release news… extremely positive update regarding China… and we drop even further after dropping 50% in last few months. Sums it up here
Expectations have really been lowered here . The hope continues
out of interest what do you actually post here for alq if you have no interest in the company and you wish for it to fail? as you are obviously not invested and have zero faith in the staff or the product?
correct bignose. I am In the camp of that all hope is not lost here, if the company can turn it into a positive outcome we will all be happier. Until it is confirmed that no progress can be made I will keep the faith. Alq has some negative takes but alq sounds fairly educated on the environment endurance operate in so I do take it on board, even though I hope alq is incorrect with his musings. its all about perception
bignose how do you keep such enthusiasm?
I do not understand how we are almost at March and we still know no more about how trial is progressing etc it sounded like we would be informed fairly quickly due to not many issues with the feedback, depressing hold . maybe one day something will change, although that has been said for years
agreed Bothwell, such a long disappointing hold here. will we ever see the fruits of our labour ? surely d day is imminent, approval in china and Usa could mean full steam ahead I would assume, if not then I cannot see where the company would go if the only thing of substance was the deep longevity, especially when no-one actually knows what the point of It actually is
Really feel we are over due an update on what is going regarding trials etc
How has our share price dropped this week when the markets been closed all week for Chinese new year ?
bignose thanks for taking the time to write that up. However, how are you expecting China to complete this year ? if recruitment just finished last year?
I don't understand how , if developments had been made in USA that FDA website has not been updated? frustrating as usual for us.
Going by your figures we could see income larger than company market cap if China gets approval which would be nice , we can dream.
Would be nice if some positive fda news came soon, certainly feels overdue for an update considering the circumstances ! We go into another year hoping it might be the one that where the share price takes a turn for the better
does anyone have an idea when we will receive news of the outcome of Phase 2/ moving onto phase 3 for USA ? surely we are also due some clarification of the rights situation and how it played out? ...the wait continues.
Agreed bothwell , really wish communication was better in terms of keeping us in the loop with what’s going on to some degree .
surprising it hasn't been mentioned , are we not over due an update now anyway? I assumed we would of had one within first few days of October when they said in Aug 30th announcement that a type c meeting was happening end of q3.
Does anyone think we will get any clarification of some sort of a plan/timeline going forward ? The announcement came left field for me, as I thought things were finally coming towards fruition due to announcements regarding negotiations ! Very frustrated !
still on course for 2026?
All this talk over the last few years about ongoing license deal discussions… USA progress blah blah blah .
Yes seems we are left in the dark here with what to expect, hopefully p3 can be straightforward at the least to give us a chance ! With the value of the company at such a low level again, could a company be interested in buying the product for themselves if they thought they could commercialise it better ? with my limited knowledge of deals like that I’m not sure if that would even be possible, as we have licenses agreed with other countries so maybe that complicates situation ? Unless they would just swallow up the revenue streams if that ever did happen ? Or could they just own the product in USA for example ? Sorry for all questions, just overthinking looking for potential hopeful outcomes!! , If anyone knows of other companies having been in previous similar situations to us , I would be interested to hear how they played out . Thanks again for the posts bignose and Italian ????