I actually see way more posters "playing the game" than anything else because they know just how vulnerable the company is despite its impressive portfolio. But that's life in this neck of the woods.
I have to agree that there has been mismatches between asx updates / qtrly reports and what is stated in webinars and in presentations. Despite that what Bec stated in the Feb interview is that "We should have ongoing updates... in AML, but because we are in partnership with MDA with that one, we'll probably save the data and take it to ASH at the end of the year." So, today's data is preliminary.... and it will likely be the mid-year (late mid-year) readout that will be "saved" for the conference. And, that is not unusual for biotechs to do.
The only surprise I got today was the unnecessary Trading Halt... so as usual, the big winners of today's joke were the day-traders and those who bought at 4 and 5 in the last month or so. Depending on the games that will settle in on the forum, the situation may end up being a case of "no news is good news".
It was stated in the Qtrly that 2 patients had been recruited with one dosed. So it is conceivable that another one was recruited and two dosed since the end of March. The recruitment rate may accelerate given that the 3-way combo of drugs have no safety issues for the frontline patient population. That's feasible, isn't it? Besides, we don't know how many more patients have been recruited since the end of March. I agree, though, that its unlikely that they would have interim data as early as mid-year which is what was mentioned.
As for results on the other two trials... both trials are due some readouts. Thanks for the reminders. You may have lit a fire under CHM but I just hope it doesn't create smoke and mirrors! LOL
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chimeric therapeutics limited
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I actually see way more posters "playing the game" than anything...
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Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
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