RE:RE:RE:RE:Pushing the NR about PanCan...I read through an exhausting length of comments, regarding seeking alpha article.
I did read it. There were admissions. It was an admitted " don't buy", recommendation.
My only comment, there are presently 5- 6 certified analysts , with tons of data. All with " buy" or " strong buy" ratings.
The analyst all point to in- place detsils & described opportunities.
Most significant being the likelihood of a partner for the PanCan trial.
My opinion on that? Anyone could argue both sides, I'll leave that for those inclined to do so.
Moving forward.
I did mention/ predict quite a while ago that the Pancreatic cancer opportunity would leap frog ahead of the MBc.
My thoughts then was in strong favour of the pancreatic cancer results. It's low level of entry for approval & Roche involvement.
Since then the PanCan opportunity came along. With the well discussed " within 90 days" final details.
The 90 days my understanding is the 20th +/- a few days.
Meaning, assuming they meet the mentioned 90 day window, A news release will be out between Monday & Friday.
Will they be on time?
We also have been told to expect great revelations at ESMO ( that being Ocrptober 20-24)
My understanding newsworth breakthrough revelations are handled apart & separate from the conferences.
Yes there will be close to 30,000 people participating in EMSO. However anything newsworthy requires a formal N.R. ....before the presentation.
Could be morning of, but must be made public, before.
in addition, there are submittal requirements for abstracts & presentations.
The regular submission is/ was May 10th. Late breaking yesterday.
Meaning EMSO already has the data. Yes, locked up under privacy issues.
So.....waiting for EMSO does not appear to be a requirement of any " deal" moving forward.
i rearley write to I.R., but in this case a lack of communication imho requires an explanation.
Meaning, if they do delay, an explanation would be a welcome by all.
The roumor mill of a delay....??
Could be still in detailed discussions, which case not able to comment at all.
Could be in zero discussions, which case they won't want to comment.
Pick your side...loll
Either way, we will hear something eventually.
I expect, news long before EMSO.
have a great weekend all.