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Re: chickpea598 post# 39105

Friday, 04/21/2017 12:59:24 PM

Friday, April 21, 2017 12:59:24 PM

Post# of 48316
In the long run, there could definitely be big implications as the stickied posts discuss, but as far as 2017, I'm not sure if we will see a big $ collaboration with MighTy. Guess it depends on how much money MighTy launches with. Usually private companies announce their financial backing when they launch so we will have to wait and see. Anyway, it would be a start.

By ex-US collaboration, I wasn't referring to MighTy actually. I think there will be a partnership with someone like Roche on something like head and neck cancer. That's where I'm guessing we will see a big inflection point in terms of share price this year.

Interim data from the registration trial could also really help the stock if the first 23 real non-responders show a 30% response in Q4. It is possible that the "secure licensing & commercial partnerships" milestone could be referring to the registration trial and possible $ deal with MRK. But seems more likely to me at least that the milestone could be hinting more at an ex-US partnership.