I'd be very surprised if the trades over recent weeks have anything to do with the delay to the ovarian headlines. FDA approval is the 800lb gorilla in the room (with regard to potential SP uplift) and the result may come at any time.
Given that these 'pair transactions' have been going on for a couple of weeks I think it is unlikely that it is a fund moving shares between accounts - if it was that, why not just do it all in one go instead of dragging it out over dozens of transactions ?
It is just dawning on me that we could be a mere few months away from a potentially huge inflexion point in the SP. If the MODI1 trial starts to show that MODI1 works in H1 2022 then this will not only be fantastic in its own right but will validate the Moditope platform - the majors will quickly respond to this game-changing potential and the SP will IMO be multiples of what it is today. All of this could be just 6 months away if all goes well....
On top of this we will hopefully have at least one mAb deal in the bag, Covidity efficacy data, and maybe even the 2nd SCIB1 patient dosed.
What a fantastic H12022 it could be.
Interesting comment from LD regarding the fact that they had considered stopping the vaccine work several times but had decided to progress due to the strength of their platform in generating T Cell responses as well as antibody.
Interesting comment LD made when talking about whether they would partner on Covidity....she said maybe partner on Covidity or on the DNA vaccine platform ....clearly she believes that the world needs a DNA vaccine platform that works i.e. Immunobody...
Good to hear that there have been no toxicity issues with SCOV. Reason for the recent advert for trial participants is that they had to start slowly (dose one person and then wait a few days before dosing the next) but now that toxicity is OK they can accelerate. Things are where they should be (according to LD).
Hi BOJO2020
do you believe that the FDA will be rigorously testing Parsortix i.e. running blood samples through it and analysing results ? KI though that the testing was done before the FDA submission and the results of the testing were included in the submission to the FDA.
The exact phrase used in the presentation was:
'FDA regulatory response anticipated in H2 2021'.
This was caveated with the usual footnote:
'ANGLE is following a De Novo FDA process for the Parsortix system as there is no predicate device. Consequently there is inherent uncertainty over the timing of the process and its ultimate success'
Hi Boonco - not only did AGL fall on the same day as the POLX news but the AGL price fell sharply very soon after the POLX RNS was released in the afternoon - more then a mere coincidence I suspect....