You failed to mention that AZN “recently advised that they expect to commence, in February, an additional international trial for AZD0466 in patients with non-Hodgkin’s lymphoma” according to the latest quarterly. This to me is quite significant should it materialise, and I see no reason why it shouldn’t.
An external party, using our technology, has decided to trial AZD0466 on another, different cancer. While not proof of concept it would reinforce my opinion that AZN are onto something great. It carries more weight than the results of the three internal trials which are subject to management interpretation (and I do not trust this management to tell shareholders “the truth, the whole truth and nothing but the truth, so help my bonuses”
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Of course, I would be further impressed if AZN were to hand over another cheque as further commitment to the DEP technology.
