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Nowt wrong with increased comms. Inconsistent ones aren’t as good. One minute it’s all about the big splash, next minute we’ll release detailed data - which then evaporates in to a slick polished ppt pack. I had some hope there was a reason behind it, after the level of detail released, I’m not sure. Hope BP is already in the data room. If so, give that as an update. Anyway, that’s enough, I’ll shut it

NY, I’ve been consistently miserable all day - take your point though…I’ll concede if the price was 100% up I’d (maybe) have stopped moaning. The mad thing is if it keeps sliding, I’ll add. Just can’t resist that science.

NY, I’ve been calmly and consistently calling for an improvement on the commercial side for years. I don’t care about the price today at all, you’re right, we’ve seen worse. I care about the huge potential being realised. I’ve still no idea what the point of today was. Nice to see a deadline being hit for the first time. Now what? I’ve still not seen detailed data, I saw a subset and then heard a CEO badly fumble questions on how he’d commercialise what should be a gold mine. He loves talking about shots on goal, well there’s no doubt he’s in front of an open goal and I can see him strapping on his blancmange boots again. Get the position that was advertised for business development filled and focus on deals.

Top quality ranting. Well said. Have a few beers more and forget about it

Ok, you’re clueless. Thanks for confirming.

Have a badge.

What strength? Why do you think any and every Red day is related to Heights? It’s nonsense, volumes have been way higher than anything they have to sell. Nice narrative but I don’t believe it.

Alan’s original ambition extended to matching dox with fewer side effects. That alone would have captured the market. They’ve gone well beyond that and proven the platform. Now they need to commercialise it. He fumbled a lot on Vox when asked a straightforward commercial strategy question. I hope they managed to bring someone in, it’ll be worth the money.

It wasn't detailed. I was disappointed with that aspect. It was at a great level for telling the story that the trial is so far a brilliant success, but we'd heard that story before. Roll on the peer reviewed paper.

All tumours metastasise in to the wrists due to arthritis. The answer is to prescribe smarties as a placebo and it clears right up.

Hi Monkshood, pleased to see you’re still knocking about. Agreed. Unbelievably the price went up during a presentation, it’s a first!

So, more data being released in Q1. Let the countdown to the next event begin…

They listed different high FAP cancer types on the slides, in short, yes, it varies. The market is huge, but they'll need trials for specific indications, unless once approved clinicians are happy dosing it for other indications.

MSM.... nice.

Yeah, Alan is interested in the plaudits of the scientific community rather than the shareholders he works for. Not a surprise. Hopefully I'll be proved utterly wrong and the data is being shared under NDA for commercial discussions and a deal will pop up out of the blue.

TR1 notification is only required for crossing certain thresholds? Other changes can happen without notification? That said, we got one when Sequoia Carpets dipped under 3% but nothing on the way back up.

SB - don't use the mathematical notation symbol - the LSE 'developers' have botched their code and it will hack off the rest of the post

It's the can kick you didn't want BITL. As you were. Value will out.... eventually. There's value in the platform, they need to extract it.

What FDA news? They’re enrolling for the ‘short’ study now. Note: 4 cohorts long. I’m sticking with my Q4 24 post last night. They need to do a deal and demonstrate the commercial phase has merit. Science is in the bag, Alan needs to use some ink now.

Has to be the reason. Today was pointless unless it served a purpose. Otherwise I’m left hanging about in McDonald’s and asking why.

It undoubtedly works. It’s doing exactly what they hoped, it’s targeting the tumour and releasing an increased level of dox right where it’s needed. A paradigm shift / holy grail etc. Lovely slick presentation.

Personally I was hoping to be simultaneously bamboozled by a technical write up, but I guess they’re saving that for the same big industry splash mentioned previously. I’m still curious why they’re releasing the slick stuff for the masses to understand now.

The presentation should be a good enough advert - it’s basically saying they have a working platform for delivering toxic drugs. Form an orderly queue with a chequebook please.

Thanks Sujood, only a month out, getting better