RE: Ignore all the ramping12 Jun 2025 22:42
"Dan needs to spill the beans get a deal with these mid size pharma if its true and move on ."
I think that's what everyone was hoping for when they got ODD ratification, Solar. We all expected a deal to have been negotiated on condition that they got ODD. The mysterious Telegram thread revelations back in Feb 2024 implied that ODD was key to any deal early in 2024. I don't remember anything being mentioned about FDA approval but now the goal posts appear to have shifted again!
The picture from the RNS history is that that they started to engage in partner discussions around March 2024. They've implied they've been in discussions ever since but nothing ever comes out. No conditions, no timeline, no names. Whenever anyone asks about it they get shutdown with the old 'NDA' excuse as to why they can't be transparent. This probably led to many people assuming that it was all positive as they must still be negotiating with the same 'partners' when it is entirely possible that it could be negative and many potential partners may have come and gone in that time. Probably not something they'd want to have to explain.
This seems even more likely now since they appear to have delayed formally revealing the ratification of ODD on 22nd May until it started to become publicly accessible. We only got the RNS on the 29th after someone found a link to the official online page where it was listed.
This lack of transparency just makes all the partner talk look like 🐂💩. If they are still talking to partners from early 2024 then there cannot be much more to discuss, it's been so long that they must have thrashed out most of the details out by now.
Is there nothing that they can offer shareholders without breaching trust, even if just to confirm it's still the same interested party they are talking or how many parties there are or how long before they draw the line and talk to someone else.
Are we seriously going to have to wait another 3 months from whenever they get around to submitting to the FDA without some indication of how many boxes have been ticked and how many are left in order to satisfy these partners?
It's time to start delivering.