RE: RE: BRR5 May 2019 11:26
I think the next 2 - 3 months are pivotal and l expect a lot more meat to put on the bones will unravel IMO.
If you remember in Dec’17 the SP rallied from c.1p to 8p on the 401 news: with the dilution from June this year the SIU will go from 531mn to 894mn so an equivalent rally would have taken us to todays price of about 3.5p.
What we do know is that the commerciality and importance of 201 far outweighs that of 401 many fold. 401 is / was easier to commercialise than 201, not to mention quicker in terms of development hence it came first to move in to P3 with 2 x LOl’s in place now and l am hoping for some more LOI’s in those patented geographies.
For me, the data on 201 is very encouraging in the small dosage thus far, so looking forward to completion of the current CT the end of this month with the higher dosing.
Can’t remember the exact wording except it was said by GM, the more 201 taken the stronger the PSA fall in the results and each advancement in the CT’s only increases its potential commercial value.
We also forget the importance of 101 and 301.