RE: Exciting pipeline ahead13 Apr 2026 15:01
Opti, Do what you like, but the sp after 5 years of a trial is a third of its high back then and generally my caution has proved with regard to the SP, correct.
So quite why you think you are "right" I am "wrong" is a strange conclusion to come to.
Also I think you will find that when trials are exceeding expectations as I believe it was Ice who thought this 4 years ago, then there would at least have been no ambiguity in RNS's and that a partner would have likely been found by now. I am sure there would have been more press releases and much stronger PR with peer reviews of the data.
As it is the CEO was replaced and several RI's have followed along other board members and with various house brokers. Also P1b patient recruitment took longer i think than we and certainly I, expected
I do not know what went on or what the results of AVA 6k are. I do know 5 years is a long time for a phase 1 trial and these factors above are the reasons i am not sure that all went to plan.
Certainly if you do not put so much weight on what the company says (which in my experience is wise), then these external factors paint a different picture to many views held here.