RE: Podcast7 Oct 2018 11:31
Personally my view for what it’s worth is that on the 22nd they will announce japan results were similar to European, but also announce that they believe there to be another use for T, and roll into further trials based on a different use. I really can’t see Japan being wholly different from Japan, even if they did modify the trials late in the day, nor go straight to commercial production. The ceo looks very confident but my feeling is he knows why i didn’t work and it’s either 1) they now know why and they announce retrial for same use or 2) they know why it wasn’t as positive as they hoped but they have found another use, which would again mean more trials.
I honestly think he is Uber postive on it, but I’m not holding my breath for some golden bullet on the 22nd, given they are “presenting” which just feels rather “ongoing” with further work but “look at what we may have” scienero. I really do think this is the share to be in right now, but my personal view is it’s a share for 2019, not this year for significant growth. I honestly think if Japan was a roaring success we would have heard. Hopefully I’m wrong!! Either way it will move fast when the right news comes out. GLA