Ann: FDA Provides Clear Feedback for ODD Approval, page-300

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21391401

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25/02/24

17:37

Post #: 72585010
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Originally posted by Jakjazz ↑

Nice post @theoc.....agree a TH may not be necessary and not required for all price sensitive announcements. I suspect given the importance (accuracy, completeness, simplicity, market penetrability) of the top line results announcement management will take all the time in the world to get it just RIGHT. The message currently being sent out by the good Dr T is so positive across a wide range of communications the wording and message of the announcement can not be left to chance.

I suspect they have the results and will use the weekend and the 2-day TH t fine tune the announcement.

An acquisition at $2 buckeroos per share would be very enticing and my current thinking is if possible I would take some money off the table but leave enough shares to benefit from the "full" development of MPL. Unfortunately a BP acquisition would probably be for no less than 100% of PAA's SOI and it may not be all cash (shares or shares plus cash) so further difficult decisions would be required. Personally give me the cash.

Looking forward to tomorrow and the week ahead with some trepidation but confident of results that highlight MPL as the lead drug in the treatment of MND

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If non oz company, highly likely to be a cash deal, when it eventually happens, ie. post licence deal, imho.

Last edited by 21391401: 25/02/24

PAA Price at posting: 38.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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