Johnnyr - is there such a direct link between the amount raised and the length of the delay anticipated? Could the amount not be more related to being sufficiently confident that the delay would not be make it necessary to raise again? And any left over when the hold is lifted will hardly matter.
Particularly if yesterday's RNS was in part to ensure Vlad could say what he wishes about CAR-T progress, it's easy to imagine there could be other updates before the end of the conference on Thursday.
HH - your excellent update also makes it hard to keep hope and expectations at bay!
Picked up from this board a feeling that Vlad isn't particularly motivated by the sp and the desires of shareholders but that he does - quite reasonably - like the praise of his peers and knows full well that he needs serious financial support to achieve his goals. Can't help feeling that knowing this conference was imminent, he might like to keep a pleasing bit of attention-grabbing news to RNS on that morning.
Interesting thoughts JohnNth. It sounds as though you're leaning towards feeling on balance that Poly are more likely to hold off selling and wait for better times.
Regarding dividends, do you think it's reasonable to hope/expect that any sort of retrospective divi will eventually be arranged to cover the missed period?
Seeing as we seem to be allowing ourselves a bit of end-of-year holiday best scenarios, anybody have a new car in mind..? Torn between a Volvo V90 Cross Country and a Mustang Bullitt myself :)
Ideal scenario indeed JHFH. Would seem wise for a bigger pharma to try to use a CAR-T offer to get some sort of rights over CDX and CBR which might test Vlad's resolve.
HH, encouraging. Would/will hemo's/Gracell's CAR-T treatments help roughly a similar number of people do you know and what's your rough estimate for how long it could take for Hemo to reach the stage Gracell are now at?
Just out of interest, does anybody else feel Prevail (if not Vlad) will be feeling some pressure to say something positive in line with their 2023 prediction, before the end of the year?