RE: Chart11 Nov 2025 09:30
Sharedog I don’t have evidence but do have common sense. I think I have spelled out many times why I think the deal, if it happens, will be next year. Nothing more obvious than the clear change of tone and body language from interviews one and two to three. Then the pointless RNS’s, which again had a different tone and wording.
Then of course the points I have made repeatedly - desperation around cash and getting the landers money back in line, the timeline for a patent approval, the timeline for trials, the probability of anyone stumping up at this early stage and and and.
At the same time they are in a very weak position financially. They have stated cash until H2, assuming no further costs borne (is that correct spelling) for R&D. I think that’s precarious, even desperate, and that could be exploited. The longer it takes, the better it is for a partner.
Add it all together, look at the market reaction, and make your own mind up. The aforementioned is my view.