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Mionaer1

09/09/21 10:07 AM

#400832 RE: Dan88 #400828

Thanks Dan. Words of wisdom.

PARker1703

09/09/21 10:12 AM

#400834 RE: Dan88 #400828

Keeping the faith after your posts..thx and gltu

erik007tc

09/09/21 11:01 AM

#400866 RE: Dan88 #400828

Excellent post Dan

sukus

09/09/21 11:49 AM

#400880 RE: Dan88 #400828

You and others I know are the most consistent. Thanks for the post.

marzan

09/09/21 12:26 PM

#400886 RE: Dan88 #400828

Thanks Dan! I always learn and reinforce my conviction about the success of this DcVaxL therapy reading your posts. Yes, the 6 gigantic steps and the 6 New Endpoints are the fantastic maneuver LP undertook. Meeting the primary endpoint is a slam dunk one, and the rGBM secondary endpoint is an easy catwalk. So, if we just meet two endpoints, the pps will go thru the roof. I am betting on an easy all 6 endpoints that SKY is the limit.

FeMike

09/09/21 12:28 PM

#400887 RE: Dan88 #400828

One explanation why all of a sudden from expecting report of TLD in September to including those six gigantic steps which may well be a gigantic delay strategy and tactics is the company is in a slow and painful or a procedural gigantic partnership or buyout deal.



Very strongly believe that a buyout/partnership is not on the table at this time. Which isn't to say it won't become an option post results, I just don't see anything familiar occurring that would imply a company purchase. Which is good. Let the market cap build organically for a while.

Agree, Sawston MHRA inspection report will be material and immediately PR'd when they have it. I no longer expect that in September, believe it will be October. A Flaskworks prototype update could come before that, but I think it will get lumped in with the MHRA report.

I have recently come to the belief that TLD will not come in '21, unfortunately.

I predict we are looking at Sawston update in late October with a price spike to ~mid $2's (assuming they get the license with no major action items). If the Sawston update is close enough to SNO, you could even see a run to $3. Hopefully we'll settle around high $1's low $2's in the doldrum following that PR, which I believe will last through the new year.

TLD released in tandem with a journal sometime early '22. I don't think they are looking at a conference lining up with this in any depth. If it happens, it happens, but I don't believe it is being considered with regard to timing. Conference hype will continue to drive price, but I believe this is a mistake. Once released, I think the data will be positive, but the reception will be muddy. If the market likes it and drives the price over $5, I expect a financing very shortly thereafter.

Not selling yet. Glutton for punishment. But I am going to turn off my price frustration for a while because I unfortunately believe we'll be dipping back to $1 in the next few weeks. Burnt out on dry powder so no good to me; oh well.