RE: Nice update tomorrow for the holiday break...27 Aug 2021 10:49
Digit:
CBR - We are waiting for any sort of details/update, this could come any day to be honest, vlad wont tell us about it until the IP is protected, but that happens as soon as you file the patent application, it does not need to be granted, so really an update there could be hours/days/weeks/months, no idea, not speculating.
CAR-T - We were expecting it broken up into multiple updates, IE an update on the Virus supplier chosen, CAR-T etc then an RNS for IND application being filed, it was what? Months ago now? Vlad said in his interview they had several entities and would update us very soon, its been that long feels like one big RNS will come with all the names in one and an IND application, no surprise there, we would rather regular updates but doubt we will get that.
CDX - Its been developed so we dont have to pay for any more development, whats next is clinical trials, vlad has said in his interview "multiple patents" were just about ready so it sounds like CDX is being broken up into multiple patents I presume so that it can be licenced to multiple parties for different conditions. Eli have paid the entire way and no reason to suspect they wont continue to pay for clinical trials in return for a very healthy percentage of any returns and a clause giving them right of first refusal. Its my opinion out of CDX there will be atleast 3+ CDX Patents, one covering AML, one covering auto immune diseases like Lupus and one covering ALL. Its just a hunch, but in several interviews when discussing CDX Vlad has stated that Hemo are also talking to other interested parties. Always along side Global Co are happy and continue to fund.... long side multiple patent applications... Does not make sense unless both global co and the other interested parties could all take a slice of CDX without being in direct competition with each other.
Anyway, thats my contribution for the day over, expect a 20% rise today personally. I have no idea which product will be updated first or when, it feels like any of them COULD update pretty much any day, but likewise any could be delayed by lawyers. If people want to trade and only hold for a day, good luck. Hours/days/weeks? God and Vlad only knows.