RE: Time to be brave here soon ?22 May 2020 17:17
Don't know Viveka...
....so still awaiting EU confirmation of MTPH as an SME and hence they are still awaiting receipt of that grant is the safest assumption, I suppose… but the podcast is very recent and he has said that in that that they will be starting phase 2 with those two leading European children's brain cancer hospitals - Kinder... Zurich /Princess Maxima Utrecht - so that's what I'm going with..
Their delivery technologies are the jewel assets here anyway imho .. and any sort of licensing /jv etc can happen at any time around them ?
Also, very importantly, lets not forget there is still a for sale process ongoing here.. and if the assets are very good, like you especially believe, then any or all of them could still be bought at any time, potentially ? ( and he was just hedging his bets with this raise, as the opportunity presented itself)