RE: Who do you believe....Vlad or Alde and NP?26 Nov 2025 09:29
I think you're being rather naive here Alde. " whats worse is hes delayed the trial by starting tech transfer when supposedly in talks with farmer".
Yes, Vlad is in talks with Big Pharma, as he has confirmed. It is more than likely, rather than less than likely, that a deal of a JV/Sale of Hemo Car-T has one of the conditions being commercial scale up of manufacturing. Hence why the tech transfer is in progress.
I also think it is more likely, than less likely, that these talks with Big Pharma started months ago, perhaps before/after the first initial patient results. My money is on one of the previous Big Pharma that Vlad has had a working relationship with in the past.
The ongoing alluding to of 'oh my god 5.6 million is needed by the end of January', as that is what it says in the prospectus, is a diversion. Yes, those are the likely funds required IF nothing else happens. But it is simply a legal requirement to put SWOT analysis into a prospectus. But seriously. I do not see Vlad breaking into a sweat. Do you?
In my experience, it takes around 9 months to complete a JV/Purchase deal, due to due diligence and legals. So if we do assume for a moment that negotiations started in Spring, then we are likely in for a good Christmas, which aligns nicely with funds coming in before the end of January. Hence, why Vlad is not breaking a sweat, and is quite relaxed and happy.
Of course, he did actually say that he was talking to Pharma'S (plural) which makes things even more exciting.
IMO we will see news of a JV deal, with an upfront payment, and further payments based on successful outcomes at agreed milestones. I expect this to land before Christmas.