Last Night17 May 2018 09:13
I was there last night and I don't disagree it was a very technical presentation. So with the presentation and our chat afterwards, the deal with the results we should get would dwarf whatever we would get now, So for example Merck, If we double the success rate of Keytruda in the combo trial, what value do we add to /Keytruda whose sales are already in the billions, So if we beat the 55% target in the trial, there will be a commercial deal done because Keytruda would now be the most successful Melanoma therapy. Gentech (and it seems by recent events Eli Lilley) also now have a ringside seat with what is happening in moditope. So now it seems pretty simple. We get the results and the buyers are lined upend like everything in life it is results based, And if thesis things come in, north of �5 a share in 2 years is the target with at least one success. There will be milestones and infection points along the way for those who want to get some cash off the table. But my take from last night, we are nearing the end game and in 2 years it will be done.