Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
4.37 naz
3.48 AIM
Looking very interesting today
Now 4.13! Wow
Naz has popped up to 3.95!
I can see bex being fast tracked approved by the FDA as it starting to look like the key that opens the door for other immunotherapys to work.
What did juhu call it? One ring to rule them all!
On fast track criteria meaning:
"Fast Track designation must be requested by the drug company. The request can be initiated at any time during the drug development process. FDA will review the request and make a decision within sixty days based on whether the drug fills an unmet medical need in a serious condition"
Marku is often talked about unmet medical needs, hard to treat cancers...
That would be great :)
"the patient had a complete response and the cancer was cured"
That sums that up!
The naz is going up. Expect a tick up here tomorrow
Feel pretty confident there will be no begging bowl to the general public for a placing!
Also, keep in mind that with bexcombo Phase 2 is built in with p1 trials.
Plus It is with 1st line treatment
CNt remember the exact wording but from the interview thing a couple of weeks ago, didn't marku say money isn't issue now?
Ie partners are wanting In?
Also,
Zen left a long time ago.. I remember there was someone just like home before that got banned, and then zen turned up..
If you thought PD1s were big wait untill you see Bex!
Did you knotice for bexcombo phase one and two are tired in with the protocol..
I think by H1 we will be looking at a completely different landscape. Bex could be sold for billions, or the 100 million they need to take it to market will be arranged by a new partner!
And there seems to be several partners now waiting in the wings..
We could be the subject of a bidding war!
I reckon faron pharmaceuticals is the biggest secret on the markets, very few realise what's happening here!
Also he said the pd1 treatments are coming to the end of their patient dates so these companies need something new to stay relevant!
Enter faron pharmaceuticals for 10 billion!
Rewatched the interview
One thing that stands out, bexcombo with pd1 blockers.. this is first line patients..
This is massive! Basically we have jumped to the front of the queue. That means when we have success it makes everyone else treatments obsolete!
I would concur with Dan, I migrated all mine into a isa a long time ago.
The process was pretty easy although I can remember exactly how I did it lol
But as Dan says, it's a no brainer!
Dan, I'd sell at £40 too!
But for tomorrow I'd be happy to see 4 and await big news!
At £2 billion even if we double the shares due to dilution, which is hard to imagine as they have always been very careful about dilution..
But even if they did double its still £18 a share at the lowest end..
Imagine £5 billion at double the shares diluted
Share price could be anything between £18 and £50 a share!
£2 billion ÷ 60 million shares
£33.33 a share
Is that correct?