Member Info for GoSushi

What do you mean by

“The more recent cohorts are not good”?

Comments from AS and the company indicate deal.

Comments such as ‘don’t worry about funding’ and ‘lots have said they want this’.- indicate a deal and that something will be forthcoming sooner or later.

*Patents

Not parents

Exactly

And they have new patents in and waiting for approval. We can only guess what the new parents are for. Any ideas?

What is an NH2 group?

Regarding screening for 2 week trial

The impression I got was they are going to be extremely selective in regards to the patients they are selecting

I think they are going for patients with advanced tumours that are high in FAP. Maybe this is why it is taking longer than you might expect

BV

Do you think Takeda have no interest?

I prior cohorts they had patients with prior treatment who were not expected to respond to treatment. Now they are selective about the patients

Choosing cancers with high FAP expression and no prior treatment. It is almost like a phase 2 study.

Actually,

Avacta are now doing very well on timelines and we are progressing through the trials very quickly.

2 weekly dosing is coming up soon.

I don’t see any problems with timelines

With the data that is currently available, don’t you think that a license deal is now just a matter of time?

I would imagine that Takeda are keen as mustard to do a deal for 3996.

Maybe that is why AS has said previously not to worry about funding.

Just wondering if others are of the same opinion.

Where can I find a recording of the data release and presentation to shareholders?

News today on Seeking Alpha (with a mention of Lynas)

U.S. Army to fund rare earths plants
Dec. 11, 2019 3:18 AM ET|About: Ucore Rare Metals, Inc. (UURAF)|By: Yoel Minkoff, SA News Editor

Aiming to secure domestic supplies of minerals used to make military weapons and electronics, the U.S. Army plans to fund construction of rare earths processing facilities, according to government documents seen by Reuters.

The move marks the first financial investment by the U.S. military into commercial-scale rare earths production since the Manhattan Project built the first atomic bomb during WWII.

UCore (OTCQX:UURAF), Texas Mineral Resources (OTCQB:TMRC) and a joint venture between Lynas (OTCPK:LYSCF) and privately-held Blue Line are among the expected respondents.

Related: REMX

Just wondering why BMN.L is down and BSHVF is up.
Think perhaps todays big movement down is more today with Trump and his trade war with China. But just guessing really.
Any thoughts? Constructive ones would be nice.

Thanks Raz
I hadn't seen that video previously.

Thanks Alfa,
If the meetings and reports are coming out once a year, and the last meeting was a year ago does that mean you are heading off to another meeting soon?
I don't want to offend, just would like to say that a meeting that happened almost a year ago does little to explain the drop in price that we are experiencing.
Some posters on the Largo BB at stockhouse suggest that Glencore is behind the price drop.

Having been investing in metals and miners for more than 12 years. My experience is as follows.
It is very difficult to get a good picture regarding what is going on with metals, and when prices go up then substitutions or alternatives appear quite rapidly.
For example when the price of Nickel shot up around 2007 then China started processing Nickel Pig Iron as a replacement
So nickel prices hit record highs in 2007 and fell back to very low prices in 2009. The rise and fall was very dramatic.
Following LME exchange for inventory or stocks may give an indication of metal stocks but this still gives a very murky picture regarding stocks and where the metals prices are headings.
My experience so far with following Vanadium is that we cannot see how much metals are stored anywhere and how prices may trend apart from what the odd analyst has to say. Therefore it is almost impossible to know without having access to someone in the know in China (which I don't have) . Therefore I find it is kind of a guessing game.
Previously when I have made any kind of comment regarding Vanadium prices on this BB, I have received negative comments. So I would like to say that I am long Bushveld however I do find it disturbing and stressful not being able to get any kind of clear picture as to where the V price is heading, However in my mind I think or I am hoping that we are near the bottom.
I would appreciate other comments as to how they see the price heading and their reasons why and or information that they use to ascertain where the price is going.

Ok,
So what you are saying is that if someone new comments on something or asks a question that you do not view as positive then rather than discussing that matter you treat them as a gate crasher.
I think that a good discussion would discuss pros and cons of a company or situation rather than just focusing on the positive.

Can't understand why some people on this board are so rude to posters like FGeneva who are posting their reservations for open discussion.
While I often read this board, I have only posted once regarding my concerns on the falling Vanadium price and I received the same sort of response.
Gives the impression that you guys only want positive information posted here.

Thanks for the civilised reply. :)

I think I have done a fair amount research.
Just joined this board but have now worked out how to use the filter option so will do that.