RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Possible chinese partner?Safe to say it's a sentiment held by many. If they do get this pipeline asset on the right track, they really need to follow the script that others do and what someone like an LSA or Westwicke would tell you to do. Talk about what this platform might do, the markets, the sizes (very specifically, not vague any more), your priorities with it, etc...and PR it to the tree tops. Go get some major coverage, not just Quebec-based newspapers. Pound what few analysts are left so they'll get off their Cheeto-munching couches and write something.
I need to tie up the entire foundational academic work around sortilin, the pre-clinical labwork findings that were invivo and invitro with what they've just learned through the PK data in humans. It's a massive deal to show your PDC concept DID actually work as planned around the components even if there isn't some strong efficacy signal yet. To say you administered your cancer drug in humans and it was safe --maybe safer and with less side effects than anything out there for the reasons you speculated (large internalization, theorized MDR bypass and VM disruption to be understood in next phases), is a huge deal. Tout it!
Then to talk about the potential of the chemo amount working on the tumor and if signs appear it is working similarly as a possible explanation. Tie it into the PDC being stable, working, releasing, etc... Talk about being first-in-class and truly a game-changer. This will really be a test as to whether Paul, who is supposed to have great skill in leading as a marketing and sales executive, actually can put together a well thought out and compelling case of where they are, what they learned, and what they believe the future could look like for this in a far more concrete way. If not, it will just be the proverbial tree falling in the forest. This is a test of his willingness to put together probabilistic conclusions around what they've learned from academic, pre-clinical, clinical so far so he can eliminate the "failure" tail on this pipeline asset and massively increase the positive tail probabilities of success and move the average outcome the market may view on this asset far closer to what it could be by using some of the comps we've come up with.
It's a simple formula Paul --forecefully take away the worst case downside of the value of this asset --relate the known science and results to a market size, value, indications, comp positioning in hospitals. Convince the market of it's upside, which is now viewed as maybe $1/share when it should be $10 a share. Convince the market the future potential is even greater --so move the right side of your pipeline asset value probabilities much further to the right, thus bringing up what the market will value today. You can't just let the market keep describing what you are doing as worthless and more of a failure than a large value-added asset with unlimited upside based on what you now know. Then, once you're done with 1b, you can further fill in the holes out there. But you can't just let a valuable asset be ignored like this.
It is a test of whether you truly are good at building a convincing case to market your science to the hardest people you need to convince --people putting their life savings into owning a slice of it. Let's see some results for shareholders on this so we don't go through another annual with question markets over everything.
Bucknelly21 wrote: I guess what I'm saying is it's more than a share price to me, we are always waiting and always giving excuse for a company that quite frankly has no business being public. A week ago it's tax loss selling, next week it's scarlets posting a link on Nash and the correlation to obesity, then it will be well 1a looks promising but we have to wait for 1b to be completed. It's never ending with these guys. I don't care how we got there with Nash point is we are there and nothing. Up until the ph3 approval we were all saying that was the missing piece. Well that came and gone and they didn't get a red cent of value to any of us. You think if pfizer had a Nash protocol ready they could find a partner? I bet they could easily because they have the right people in place. I probably need to just take a break for a while Thtx. I believe in the science just not the people trying to capitalize on it...