focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
You have to look at the raw data not just the way it is presented. And the reaction to that data has not been overwhelmingly positive which is why the share price took such a hit. To be clear interferon often produces a mild positive affect on viral disease. We have always know that. It has been used for treating viruses since 1990s but has not been great. I raised concerns initially because the boards were abuzz with the idea that this would be transformational technology and i wanted investors to know that there was another point of view. I have no problem with people concluding I am wrong. But I could do without the insults
No I posted long before those results came out - the messages are there. I did not post after. I worked at the common cold unit and Cambridge. My boss discovered the first coronavirus, David Tyrell.
Aether I am not sure what you imply. If you search for my historical posts you will see that I explained the work that was done and gave warnings when the share was sky high and people were betting all their savings on this. But this kinda proves my point. Rather than ask me any technical questions or what my experience was you just assume I have some ulterior motive. I feel desperately sad that so many investors lost money on what was always a doubtful venture. IFN does have a potential role . It could be effective in offering short term protection in the face of a respiratory virus outbreak- say in an old people’s home. But it’s efficacy as a therapeutic is no more certain today than it was in the 1980s
“Doc” et al. Don’t get you hopes up. I have been warning you all for years this is not likely to be clinically successful. We worked on IFN for respiratory disease in the 1980s. It works a bit but needs to be given early. Modern antivirals are much better. When I tried to warn everyone I just received misogynistic abuse and was called a fantasist. The data we got was very similar to the data produced here. The trouble with these boards is no-one is interested in other informed perspectives
Alas sold a few last year. I have not worked out whether I am "peak CNR" but I find it difficult to see this being sold for less than 50p and as others have said possibly a lot more. So I guess the difference is the risk the sale won't go ahead. I know Mark comes in for a lot of criticism and I make no comment about how competent he has been but I firmly believe he is straight and that his reporting of the interest in the project will be fair