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The end of the 40 days will just let him brag about the fund. Otherwise, difficult markets conditions blah blah blah... Don't expect anything other than the usual dismissive WaffAl. It's done. I'm more interested in WTF they're playing at with Dx. Are they reducing costs? Are they increasing revenue? At the point it's profitable, why is it being sold unless they're going to make a nice profit. Is he going to compound his stupid decision by flogging it for a loss? Given the lack of common sense financial acumen, are the idiots responsible resigning? Those kind of things interest me...
Gje, thanks for this, excellent work. I’ve always thought the quarterly HCI saga is completely overplayed, never mind the overall dilution levels. Undeniable now, as you’ve proven, even at these lowly levels. Great stuff. I’d hope it won’t be mentioned again given the insignificance…
£10 a post?!
Timster, were you aware of this? I’m not heard any rumours of anything near that in THE ROOM. I’m still on the industry standard minimum troll pay of 20p. We need to arrange some industrial action. Get the Twats Union involved. Such huge disparity in pay is clearly unacceptable. They’re exceptional twats, but I don’t believe they’re worth that much.
Has any company ever presented chemo results to the FDA with so little side effects? Yeah, if they didn't work, but an extended question is....
Has any company ever presented chemo results to the FDA with so little side effects for a 50 year old drug that's being delivered directly to the tumour in effective amounts? I'd say no.
Morning JT, yes, seems too much of a coincidence to mention mid 24. Given they've seen responses in more than one indication and also by then they'll have had the chance to potentially hone in on others by some careful selection in 2QW. They're also accumulating data on PFS that will strengthen discussions. They'll be discussing all the above to ensure they FDA are happy with their optimisation choices - now that being optimal rather than chasing the MTD is the FDAs preferred approach.
Fluffer extraordinaire. Prime candidate for the bin along with the rest. Still all readable for me albeit with a swathe of green boxes in the way. Thanks for the volume calcs btw BV, it was worth looking in to.
The % reduction in volume will be much larger than the percentage in length. Example a cube reducing by 10pc for the side length is a 27pc reduction in volume. With a measurement from the original tumour size it's not surprising to see that slow. You'll get diminishing returns using that calculation, but as discussed the reality is an incredible result and the continued reduction in tumour length is equivalent to excellent ongoing volume reduction. Especially when considering we're talking about a patient that's had several other treatments previously. When all else fails, use ava6k...
Bein, I'll keep saying it. Launch and Coris are fine. The existing business is losing the cash. That's based on my reading of them swallowing some integration costs and the costs of the deal. If it transpires they actually bring nothing then I'll admit my assumptions are wrong. At that point, there'd be a real challenge in offloading them. If as I think they'll bring in enough to show profitability, I still think they'll need to make the Dx division better fit for sale as no one will buy it without a decent return. (Unless HCI do us a favour and find another biotech to shove it on to!). The finances will be interesting.
That’s all the discussion was Thompi, before the shouty man had his latest fit. I’ve basically made three points, the strategy was fine (positive), the purchases are profitable (positive), the original Dx arm is a bag of cr.p (oh no, put me on a naughty agenda fuelled list or debate it). Incidentally, only one mention of WaffAl, we’ve heard nothing on expansion, hardly an incoherent rant as the incoherent ranty man suggested.
Also I said the same as you just have, we’ve been promised profitability and they need to get it in shape before flogging it. A discussion point (what? On this board?), at the point it’s profitable, why not keep it, certainly don’t sell it cheap. Why not bin the original part, stop pretending you’ll ever develop tests and stick with the acquisitions that are cash generating.
Apre, the post I made that triggered the weird shouty man was criticism of Dx. Have you anything to say on topic or are you only capable of writing posts like that. We've all seen them before. I'm not biting. Offer a view on the business for a change. Happy with the raise? Pleased with the strategy? Thoughts on Dx plans? Assume you're delighted with Tx data? Pleased with the leadership? I'm interested in discussing the company if that's ok.
Not interested Apre. I'll voice my opinion. If you don't like it bin it. Same goes for you... If you're not capable of understanding that not everything smells of roses, so be it. Keep the pom poms flying high. I've always been critical of Alan and I'll continue to be.