heating up..., page-24

Interested to read the opinions on likely upcoming events.

My thoughts on a few things:

1.I'd suggest you could do worse than keep an eye on the PRR website this week. To my knowledge, in the last four days they’ve added two Nomura analyst reports, an article on Cvac trials, and an additional conference presentation to the company calendar.

Surprisingly that additional conference is in Zurich, today. No webcast apparently.

http://www.sachsforum.com/zurich12/agenda.pdf

2. If you haven't seen it already, the latest Nomura report, (31st August 2012), is worth reading.

http://www.primabiomed.com.au/investor/analyst_report.php

Frankly I’m amazed that this document hasn’t stimulated debate in this forum.

Among other things it predicts:
• an accelerated regulatory review process;
• a potential Cvac ovarian cancer market of US$750million pa;
• cash burn necessitating a capital raising in one to two years;
• Cvac getting to market by end FY16, and
• a target share price 60+% above current levels,

Very thought provoking imo, whether or not you agree with it.

3. While the PFS interim data release is locked in to the IGCS meeting on October 15th, the ICS data release is not imo. The IGCS abstract says “Data on progression free survival at one year, and Cvac related T Cell activation (which I take to mean ICS) will be presented at the meeting.”. But everything else I’ve seen from the company says that the ICS data will be released in “early October”.

That could be as early as today for all I know.

4. PRR are currently hiring staff in Australia and overseas. These positions include a German based clinical research scientist.

http://www.jobvector.de/organisation/prima-biomed-gmbh-12214.html
http://www.seek.com.au/Job/accountant/in/sydney-cbd-inner-west-eastern-suburbs/23117209

I continue to find it hard to accept that the company would be actively hiring senior staff, if there was a problem with the interim data.
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My interpretation of recent trading suggests that the majority of holders appear, like me, to be prepared to wait for the data, whenever it’s released.

I remain cautiously optimistic.

Good luck all. Herro