Member Info for Ivyspivey

Yes MWP
No doubt the Alan Price version.
Yes Billy very quiet bet you’ve been in one or two rough places on your travels lol

The enthusiasm and commercial interest with which the product has been greeted upon its introduction to South Korea bodes well for the global market.” David Smith, COO of IQ-IA Limited. Check out their company profile & latest news🌍 - bit.ly/2zWEaW5

In evaluating the US Commercialisation strategy and choosing best option what is important is the quality and experience of Senior Management in making right choices rather than us speculating.
We know the quality of the decision makers here is excellent and they have plenty of skin in game so happy to let them choose best Strategy and pathway moving forward

I had a really nice time at Jeffries and spoke to several of the delegates.
I am not in the business of discussing private conversations on a public bulletin board especially when I don’t need to prove anything to anyone least if all you.
My thoughts are always my own honed by my experience and knowledge of this space and never ask anyone to follow my lead and is always an individual decision on whether to buy/sell or hold.
One of the great things about being well researched here is I know when someone is mischief making or simply does not understand what MTFB is all about

Just remember there are bulls and bears and most bits of news and non news can be taken either way.
So for eg the mention of the change re HABP trials in last presentation can be seen both ways.
In previous presentations it was always subject to funding so a bear would say “ that means dilution” and the bulls would say not necessarily as could be paid for by a potential partner or maybe they just want to spend the money in another way.
The new presentation does not restate the 2018 timeline and the bears will say that means they can’t secure funding and the bulls might judge there are other priorities and is it better to delay the HABP trial as it may be in the best overall interests of MTFB.
I can think of at least 3 reasons why this may be beneficial.
Bears will go on about lack of Director buys despite been told on many occasions that MTFB simply follows standard US pharma practice which I can assure means that the BOD and SH are aligned.
If the directors did buy shares I can assure you the bears would say it is not enough or it is to give a false impression.
Personally I have not sold any shares and will certainly buy more at some stage and remain very confident about the future here and the certainty that value inflection points will occur in the future.
Have a nice w/end all

Thanks
Can never be as bad as your trip to Houston a couple of years back

Anyone got any thoughts on likely timeline and do we expect it will be in London.

Well 2019 will be a defining year and we are all hoping for a very positive year in terms of generating the transformational clinical data to really create the value inflection points

Does mention Exxon

What economic benefits will Georgia gain from this project?

Such projects bring financial stability and safety guarantees. We plan to involve major international companies such as Trafigura, PetroChina, Turkmen Petroleum, ENOC, Exxon Mobile, Gunvor and others at various phases, and this will send a message to investors about the attractiveness of Georgia‘s investment environment. These companies shape the global oil market, and twenty years ago they would not have contemplated investing in Georgia‘s oil sector.

Is this the link to old news

http://cbw.ge/business/1-5-billion-usd-investment-in-petrochemical-conglomerate-of-supsa/

Morning Mole
Any large scale investments in petro chemical plants and possible involvement of Exxon and others can only be supportive of the position of FRR as being a possible raw material supplier or do you just see them exporting the oil and gas direct

See JS490 referee to SUPSA Project

Don’t know if it was posted from ii on here about Suspa Petrochemical expansion but here is a link I posted a week ago about Exxon link with project

http://cbw.ge/business/sprc-on-the-global-petrochemical-map/

Hibsimply keeping options open and the only thing that has changed about deploying MSLs etc is the timeline.
Still think they want to go down partnering route and that stated preference has not changed in presentation.
Consider that telling at this stage of Approval process

GE selling down from 62.5% down to 50% but will reduce further if sufficient femand

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NzAxODUwfENoaWxkSUQ9NDEzNjEwfFR5cGU9MQ==&t=1

A few changes.No mention of starting HABP in 2018 and mention of MAA ABSSSI submission innQ4/2018

https://www.fda.gov/advisorycommittees/

If you’re up think of Omadacycline this AdComm Meeting was held on 8th August and Apprived on 2nd October and AdComm was announced early June so would have been expected an announcement by now and certainly nothing planned in December

The FDA link that Ian B posted listing the scheduled AdComm meetings did not list any due by Antimicrobiall Group or to review Iclaorim
Does not matter if there is one but one less hurdle to overcome so has to be a positive imo

http://cbw.ge/economy/electricity-sector-of-caucasus-short-sector-overview/

Agree also not sure anything has transpired in 3 years to make him think this will not be a big advance.
But everything is in results 55% or monte and bingo