Allspice
We can't count on a deal being in the works, but the points you mention are consistent with that possibility.
And it's logical. They intend to pursue multiple trials for years to come, so they'll need an ongoing source of cash to do that. Sapacitabine has a high possibility for approval and should generate billions over its patent life. It would be a win-win to strike a deal for CYCC to get cash now, and give up potential income later.
The problem might be that CYCC is eyeballing those billions in potential revenue and not willing to give away half of that. It hurts current shareholders if they use dilution as a funding option, but it's not as costly for the company. CYCC mgt. might want to consider the law of unintended consequences - the more shares that are outstanding, the easier it will be for someone to take control of the company without management's approval. Sophisticated investors (the type who provide the funding on secondaries) don't want to see the stock price slide indefinitely.
The sentiment has become very negative on CYCC. Nobody can see a catalyst for the stock to take off in the near future - myself included. It has fallen below its moving averages, so trend followers are selling or staying away. It's in an environment like that where a PR can come out of nowhere and surprise everyone to the upside.
I just hope the 1.40's hold. I'm not selling until the stock more fully reflects its value. If it sinks farther, so be it. I'll wait a little longer. Even without a deal, I can see the stock price making a run at $3 sometime in 2011.
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