RE: Thoughts 💭20 Jan 2026 08:56
Is quite telling that after 5 years, CCs ginger stepchild ava6k is still merely described as 'encouraging', whilst her baby 6103 which isn't even in the clinic has been called 'the beast' for about a year.
Doesn't inspire much confidence that we'll get cracking value for 6k, basically worded that it's not worth our time taking it forwards without someone else funding it, please take it off our hands or we'll abandon it, and if pharma are just waiting for early p1 readout for 6103, then they'll just snap everything up cheaply. Even an unrealistic 200% premium to SP at the time will probably be far less than £2. So possibly a profit, but not the life changing amounts that looked possible back during the infamous 'holy grail' pitch.
Right horse, wrong time for us LTHs.