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Mashed with butter and nutmeg.....maybe
the 50% thing, thanks. Trying to answer phone, shout at the dogs, watch the AGM, missed it. AI thought he looked confident, I felt better afterwards. I swear I saw him smile.
I like good story, MM tends to think if a little ketchup good then lots must be fantastic when describing investments.
Opportunity is silly money compared to price today, in a medium timescale. Whoop.
Cure might be around the corner for many, double whoop.
The expansion of market size (Fiona ?), she was also like ok it's not tomorrow, but this is gonna be great long term.
we are passed paying my mortgage number now, so I'm relaxed. Some way to go, but compared to three weeks ago profile id way better risk/reward.
Agreed.
but it was MM saying 3 times dose weight = 3 times the price that then causes rest of argument to collapse.
the whole tweet was optimistic (polite term), I hope no one is investing on the basis of this and other views he gives.
PL, anyone, was that session recorded ?
Blady spill chucker, Avacta I mean.
It's the definition of "solid reasoning" where we differ.
upsides for patients and avactor investors I guess we agree on ! Generic dox manufacturers, might want to broaden their portfolio. Just a feeling.
"Consider that the standard dox market will be $2bn by 2028. Multiply that by 3, to account for three times as much 6K to be administered to patients, compared to standard dox; then multiply that by 2, to account for higher pricing point of branded / patented drug, over generic. Perhaps even multiply that by a further 2x, to account for all those patients who are not even permitted to be treated with standard dox right now, due to poor health / old age."
I have no idea how drugs are priced but pretty sure it's not same as potatoes. Just cos you give three doses of X instead of 1 of Z, why would that equate to 3 times the price?
also not sure a 50% figure was mentioned, could you point me at recording time cos that would be interesting. If not on recording, and told to one person, would that be insider information ?
Maybe rename thread to "Some people went to AGM with unrealistic expectations"
If only someone has wondered if lack of progression could be put down to 6k. Of course if someone had , a bunch of well informed intellectuals would not have dreamed of f saying thing like “has no experience of cancer, what a…. “Etc etc
If they had, I am sure they would apologize, after all
they would be complete ***** not to.
RD, do drugs companies ever buy option to license, ie smaller payment to secure they own it, but the price for ownership is far higher, just triggered later ? Guess research companies want to transfer risk, and option would not transfer much of it.
The carrier component is a bi-product of cleavage and has no observed effect from what he said.
"Maybe ice, but if a big money partner takes a 50% stake we just lost half of the profits."
but gained a big payment, so you don't lose half. You swap risk for capital which can be invested.
Guess some traders bought in, thinking the meeting was going to be fireworks and champers.
Instead they got AL who was the most animated I've seen him. Swear he even laughed. Does he have a twin ?
His face lit up when asked directly, do you think this will work given what you know.
He's a CEO, he is working in pharmaceuticals. He is only allowed to say so much. I am not a fan of his, but he didn't give his usual fluff. PK values, he won't be able to publish if he tells all now so well covered. His face and relaxed posture said a lot. So credit where credit due.
The traders hoping for a massive upswing, didn't get it, they are for a quick buck, and so go out. It's not that type of share, and neither was it that type of meeting.
Did anyone goto afternoon session. could you summarize please.
I couldn't find any link online, was it recorded.
Maybe dox locked up…..biopsy results icing on the cake.
He is teasing us.:-)
Give us the numbers AL!!
I think RH wanted to express an opinion. Odd way to do it, but hej ho.
cj62, geeze, so someone has sold, and was happy making 12%. Not a bad return.
Not as good as my 1000% is going to be, but do ya really need to goto the T*** word right away ?
moral high ground, I'm a saint, etc etc.
Just bought at 126, bargain.
I’ll be disappointed if we don’t get early insights into next season shumpers. Can someone make sure the AC is cracked right down.
I think these tumors are not normally treated with dox. The response verses toxic effects are not balanced in patients favor.
So that in 6k there has been any positive outcome without significant negative effects makes this a whole new ball game IMHO. The only idea was to look at conversion etc not treat.
be nice to have more details, hopefully not just spin.
And apologies for answering when someone else asked.
Like Point Bio ?
Point bio also have something cooking, trade marked CanSeek
https://www.pointbiopharma.com/press-releases/early-stage-program-updates