PAA 2022 , Human Trials , Covid , MND , Oncology , HVTL-1, K9 Phase III, page-630

@elari

At one point Cochlear was virtually broke, was being ignored by the Aussie market, and was about to be sold off to overseas interests as a last ditch effort to be yet another example of another in the long list of great "ANZAC" ideas being ignored at home at going OS to make lots of money before they got the support of some local "white knight(s)", and the rest as they say is history.

Your points are not without substance, except the talk of hype: A drug that works at such a basic level of the mTOR system is an incredible breakthrough.only, the market doesn't understand that yet and it's bloody hard to explain some of the posters There's absolutely no hype here except for those who don't get it. I'd add also that a big part of the reason for such a low SP at this stage is a hangover from the Elanco walkout in 2020 that savaged the SP. Many probably thought that, "hey, what's going on here, we've got a drug that's doing what it says on the packet for dog cancer, and a major walks after a couple of months talk?". One thing I try to remind people is that there were still issues after the 2020 dog trial, especially appetite and working out the precise optimum range of level of mpl and mpls in blood plasma since the mTOR system is highly sensitive to the levels of the drug. These sorts of things have been big issues for mTOR drug development down the years. It could be that Elanco bet that these issues might not be sorted out any time soon or at all and, besides, Elanco was under great financial pressure at the time and so was prioritising its advanced projects rather than taking on new uncertain ones. PAA tell us that the 2021 dog trial *b* has sorted these issues. I reckon when PAA announced that, there would have been some Elanco execs now kicking themselves in private at not pursuing tElanco's option on this. The trouble is the market is very skittish, especially after a walkout like that, and as others have explained in the recent past, it's hard to explain all this to the market. mTOR is hard to comprehend and the market likes easy, simple Hollywood like stories, and this one is anything but that, although you cannot get anything scientifically more cutting edge at this moment.