RE: 12 month survival data RNS15 Jun 2022 21:48
Current SP will have no bearing on any offer/license deal .
It may have a bearing if there is a takeover offer , but even then , huge amount of shares are owned by management and Timo , so it won't be a PI capitulation .
The big rerate , as we all know , will come when a deal is announced .
I don't expect that until Q3-Q4 ( Autumn ) , when FDA meetings have decided the Pivotal trial details , and whoever is going to be involved will have agreed terms .
We may get some lesser news in between , such as a Bexmab patient success , or a further biomarker or soluble Clever 1 discovery , along with a new DofD IFN beta trial , and perhaps even Wall St listing .
Who knows , Traumakine may get sold off , now that Faron have such a growing lead candidate .
We were told a month ago that we would be getting some Traumakine news soon.
Also , don't rule out another grant / funding announcement from the EIC or some other group .
Any of these news updates could give us a small boost.
That's why I decided to add to my holding today . I'd rather sit on the shares than try and second guess when the next news is going to land .