RE:RE:RE:RE:Start of new week recap
Most likely but not for sure is that AA is not yet in the cards and we would have been granted that by now.
As for the ramp up in production, it does eventually make sense especially if they are going into a phase 3 or possibly 2 phase 3 trials plus the folfirinox pela trial and the scaa expansion trial which has already started. They have always stated that they have enough supply to get them through their trials so this would have to be for something new.
I am guess that things would likely happen in this kind of order if they were to happen
1) partnership is announced (which ends specualtion on the financing for the phase 3)
2) The company has stated more than once that it will be 1 business deal for both indications although this might be a sticking point for some companies or maybe onc will back aways from this thought>
3) If the sp goes up enough as a result of a partnership I find that most companies will also do a money raise to have more than suffiecient funds to get through the phase 3.
4) If they stick to the adaptive trial idea then there is the possibility of applying for AA part way through the trial.
5) With positive results then comes the BO which would be later in 2025 most likely.
The kicker to all of this is that someone may just want to buy onc out now as they could pick up the company in and about the 2 billion dollar range (knowing that the ci is working in all goblet trials) or wait until later results and if good then have to pay maybe 6-10 billion.
Of course the above is IMO but could be considerd a reasonable order of events with the usual or press releases inbetween.
Also remember that we know that something is going on as the Blackout is now going into 4 months if calculations are correct according to the Dec 13th options expiry which were not declared on sedi so for sure should be some interesting times ahead. As for timing, well that is all speculation as to why things take as long as they do but maybe just maybe OS in a couple of trials might do the trick although I do think they already have a pretty good idea how it will play out.