focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
“Chk1 Is still the one that will be interesting who gets.....will it be a few pharmaceuticals for different indications or the whole cake?”
I’d forgotten about that strategy. When I last suggested that 737 could be licensed to multiple companies for different combos, the suggestion eas dismissed as “too complex”.
Regardless of whether it’s too complex or not to do a multiple licensing deal, this could be a bargaining chip - if you want “exclusive” then it’s going to cost.
All depends on how CPF want to play it. Maybe their raison d’etre is to license it as widely as possible?
It’s an interesting deal. Just shy of $6Bn.
One product close to being ready for market, one p2 asset and other research/preclinical programmes.
https://ivericbio.com/why-iveric/
You’re absolutely right, Ben. We’re all somewhat browbeaten into a form of pessimism.
Remember, though, this is just trial approval. But yeah, the market may well react better than we predict (guess).
Bringing in 737 changes the landscape as well. Gets interesting here. Depends on how a deal might be structured.
8p was when we were in a deal for 737 and hadn’t been let down by the MHRA for 1801. Plus, covid mania was propping us up by a shoogly peg. I’d like our next experience of 8p (£4) to be underwritten by a better 737 deal, a tangible 1801 trials programme (ie approved and maybe even started) and more reliable market sentiment which will grow rather than collapse. I believe all of this is achievable.
Cjh, Perhaps you missed the point….
The BoD pulled their finger out by turning around the MHRA debacle and setting up an Aus entity to manage this CTA. They RNS’d their plan.
Is this RNS worthy? Maybe, maybe not. It’ll certainly be RNSable when it’s accepted and we get the green light.
I’m liking the level of detail in that second link you posted, Des.
Looking at who they’re using for the trials, this is a little bit of detail that I like:
“The high-quality data generated from clinical trials conducted in Australia and New Zealand can be widely accepted by all major international regulatory bodies, such as the FDA and the EMA, as part of regulatory applications. Sponsors can use the clinical data generated in this region to support their later phase trials worldwide.”
Thanks. Nice work.
I’m going to treat the family to a pizza or two in celebration :)
There should be clown music playing in the background!
Todays data is a joke. Even allowing for the fact that ii just do a simple below the mid point = sell / red, and above = buy / blue, we’ve seen the mid point falsely reported, the spread falsely reported and the closing price falsely reported.
D’you know what, Aber, your’re right.
That 100 share purchase is mine:
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
27-Apr-23 11:56:25 116.90 100 Sell* 115.00 120.00 116.90
Shown as a sell, but I can assure you it’s a buy!
“makes an Etch a Sketch look like a supercomputer”
Was that an accidental or intentional reference to the Dilbert cartoon?
https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQhtUIaQTXCb6fW_HqYnBJP8fAkP5ZbThTj1g&s