Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Moonparty, interesting point, the timing of the interview. The content was a good summary of where we are at present, no additional news, as this will require RNS. All we can do is read between the lines and have our own interpretation. As mentioned before good news can bare some delay as we are all sure that the next update have the potential to lift market value to a sensible level.
What’s the Nasdaq incentive?
It will require a massive consolidation (mathematical exercise ) which in theory not cause any change in fortune to PI. Possible M&A is not going to be impacted from this move. As far as open SC to the US market, yes it may attract additional investors, however that should also be the case if the ongoing trial outcome is positive or above.
All we know is that outcome remains in line with expectations and there are some Twits that people in the know are encouraged by the results. We also know that trial is sold out, 168 patients across the four cohort. Add to that the complete silent on the wire it is all pointing to one direction. Good luck to all folks involved with Scancell.
Yes agreed with all the points you raised. We all agree the LD would like to shout at the earliest opportunity assuming Modi does what is written on the tin. I like others is willing to wait patiently to this moment to arrive, equally, if big pharma wants to jump the queue and put Xs on the table, well it want upset if they got in update before.
Data is included up until the date of the poster acceptance by ASCO and concludes that Modi-1 is well tolerated and that the early efficacy data from the monotherapy arms of the trial remain encouraging.
No additional news with the Content of video, however one can assume that the release of video affirm/indicate that progress is in line with expectations and outcome is encouraging, otherwise continuous funding of the trial would be questionable…aimo and good luck to all.
Do we know of any other immunotherapy product that can do what modi-1delivered ? Albeit , may not be statistically significant yet. 50% reduction in one patient and keeping prognosis unchanged for others. Remarkable imho, as so is the current share price.