The revised strategy game plan:
- AML trial limited to Decitabine combo. No Venetoclax crowded space, competition and would have doubled cost. Also long standing collaboration with Astex.
- BC trial is a combo trial with cardio protect / Anti cancer / FTO all in one. Fast track designation and AuStralia trials to limit cost and timeframe.
- FTO collaboration with COH limited update hopefully some clarity on this at the AGM or H2 - 2023.
- DrT appointed as CEO, we now have someone steering the ship that is committed. If he has lasted until now that is better than corporate buddies who follow the pay packet with no interest in the success of the company, impact on patients and shareholder returns.
- Non dilutive funding you asked for it and got it, downside the share price must remain above exercise prices. Alternatives, would have been dilutive even if CR at a premium.
- what is plan B on oppies? Stick with AML only or cap raise at peanuts, would be good to understand at investor update / AGM.
Overall we know time, cost and value. Have direction and biggest risk is execution! Accountability will be the top priority from shareholders who have felt they were let down the last year or two. Hopefully some big announcements before Oppy deadlines to guarantee the plan runs its course.
ps the succinct in me wonders why this wasn’t the plan all along?
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