Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I am not an expert in Texan law. But certainly in all the jurisdictions I know of one needs a good reason to appeal a decision - something like, say, a viable argument that the judge misunderstood the law or that the decision was perverse given the evidence or the jury settled on a figure for compensation that was outside normal boundaries... Obviously Texan law will have its own rules on the grounds for appeal which might, for all I know, be quite narrow or quite broad.
My central hypothesis is that it will work many times better than in the animal models due to less free circulating FAP in humans. If that is the case then you can achieve incredible therapeutic outcomes with extremely low side effects at the current level of dosing. if you are doing that it is sensible to push on to the next stage. And, if appropriate, start talking to regulators about fast tracking.
No need to make the perfect the enemy of the extremely good. Indeed, any delay on bringing an amazing therapy to market as soon as safely practicable would be irresponsible in relation to such a prevalent and problematic disease. There is plenty of precedent of drugs coming on to market and then during their time on the market being trialled out further to strengthen the available data on what is the best dosing regimen
yes licensing almost certainly post data but wouldn't be surprising if Takeda were already engaging in talks with a view to being ready to act swiftly when data arrives
According to this firm the US and EU as well as UK allow for an account of profits approach - https://www.dennemeyer.com/ip-blog/news/how-are-damages-calculated-in-patent-infringement-cases/
Obviously Feeks is giving a speculative estimate when he talks of 10 per cent of 15billion USD ie. 1.5b USD. As speculative estimates go its clearly conservative and thus unrampy in my view. I think punitive damage would be a likely significant cherry on top if the case goes to court.
The way to legally measure damages for IP infringement will vary between jurisdiction. In UK claimant has choice to go for account of profits. This would presumably be per TV the mark up for QD which an earlier poster suggested was 1K USD minus any attributable costs (eg, of marketing etc.). UK law and EU etc will potentially be relevant after the Texas case is resolved. Not sure about Texas law but do not a recent successful 506 m USD jury award against Apple. Also not possibility for punitive damages
Nothing is certain in law. But this case looks fairly clear cut in favour of Nanoco for reasons many posters note. Amount of damages may be uncertain but my hunch is that Nanoco will ultimately receive an amount (even after share for lawyers) that is multiples of the mcap. Clearly some of that could be used for r and d. My knowledge of the company is not high but I presume it might also make for the possibility of building out significant manufacturing capacity should they so wish
All the recent pieces of good news seemed to have created a higher bottom in the mid 6s, may start to hit higher highs (into the 8s) too even without additional news
just read. If this sub variant is not picked up by pcr then they will need a super accurate lft that can pick it up...
lft has only been a sideshow so far because Porton Downs ridiculous system slowed us down, then the Govmt wouldn't buy presumably on the premise it hadn't passed Porton Down and then they stopped us even selling the test in UK in order to run us through some new hoops at their own leisurely pace. Had As had a looking glass in autumn 2020 he would have pivoted abroad there and then and things would have gone a fair bit better. In any event it will still contribute materially to avct coffers over the next period of years as will other affidx diagnostic tests
so why are you here if that is what you think?
Yes in review its been a great affidx product and great trial started and also great new partnerships. I am holding this for the very long term still. Waiting for a fullish realisation of the platform technologies in the mid 20s unless it gets taken over or hits some insane sp in the meantime.
don't understand why some of these really small co's don't consolidate - particularly one's eog is actually working with. Would cut down all the overheads and might result in better quality of management
He seems to really know his stuff but the delivery is pretty flat, making it pretty easy to switch off, might have been offputting for some investors
Yes, clearly the self-reflection worked a treat. Next thing he will be giving away Chinese takeaway for free. And by that I mean the food, not crappy lfts.
Just need a chunk of decent news and they will have to bail, supercharging any rise in the process
Bought historically all the way up to 800 only for the drop to around 200. Doubled up near those lows. Have subsequently sold - at a number of levels from 500-900. I am still learning to be a reasonable investor/trader.
When cash allows I might get back in at these levels. Like the founder and the business. People will want to buy instruments somewhere and decreasing number of specialist shops to buy at.
Whilst I once thought it would build on its pandemic lockdown figures through repeat business I was probably being unrealistic. Yes there will be repeat business, but not many folk are gonna make instrument purchases every year.
Speaking for myself I bought ukulele and percussion for young kids via the site a year and a bit ago and haven't needed anything else yet. But kids are moving forward instrumentally so I will be back for further purchases in next two years - eg. of guitars. I remember its efficient service, keen price and nice packaging.
So read as a whole my impression is that if we take unrealistic expectations away they have done really well. Building really well on pre pandemic figures. And new warehousing in Spain and Ireland should help them on price and minimising dislocations in a situation of Brexit and hgv driver shortage. It should grow at a decent rate in the next few years and make its way back to 1000 and beyond.
A measured thoughtful analysis of where we are up to and could go in the future. The key things that I got about Paradox from the RNS and your post is that we have
1. a really good start
2. likely to get more news within next few weeks and that is likely to be very good
3. have materially reduced the risk of Paradox as a whole being disappointing
4. have materially increased the chance that it could surpass what the company had expected.
I am guessing we might get close to double digits with a few more pieces of good news pre xmas. And If the financing is handled well we will likely go considerably higher.
he mentioned that they would testing unchoked soon. Also that they would normally have expected reduced pressure by now given how much completion fluid has already returned. But instead pressure is maintaining or increasing which he suggests means they may be looking at larger reservoir than they had anticipated.
the choke is to help to deal with the completion materials in a measured way isn't it? but he does mention when they had tested it a bit less restrictively at times, getting flow rates up considerably to beyond 700 barrels.
hurray. owned this for 6 months and will get some sort of update finally!
The placing took away the more speculative atmosphere. So now we have to ground more on what co. says and does. And this is a really good start. Sp should indeed push on