That's not the impression I got from the interview with RA yesterday. He talked about being disappointed that Elanco didn't take up the option but it was the high % of dogs with tumor regression that was needed to impress them, and PAA did not provide this- only that it could happen with the right dose- and PAA will need to optimize MPL to prove this. Elanco was not convinced enough to give them the deal they wanted- that's my belief. This is a quote I took from the interview.
Roger- "Most of the dogs showed some stability of disease... we didn't regress the tumors, but they stopped growing. We had one dog where 60% regression of tumors was achieved and one tumor completely disappeared, which is really what we want to show in a number of animals, and if we can show that then I think we're back on the rails and can potentially negotiate a much better deal for the company than we could with just one flagship dog showing regression. So it's all about the data"
There's a lot more work to be done and the plan is to go back to Elanco in future. I'm waiting patiently, but it's a reality check.
- Forums
- ASX - By Stock
- PAA
- Ann: Elanco Option Update
Ann: Elanco Option Update, page-132
-
- There are more pages in this discussion • 63 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PAA (ASX) to my watchlist
(20min delay)
|
|||||
Last
17.0¢ |
Change
-0.010(5.56%) |
Mkt cap ! $67.30M |
Open | High | Low | Value | Volume |
17.5¢ | 18.0¢ | 16.3¢ | $581.7K | 3.408M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 502428 | 17.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
17.5¢ | 40529 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 502428 | 0.170 |
8 | 509609 | 0.165 |
11 | 189559 | 0.160 |
11 | 459859 | 0.155 |
7 | 161075 | 0.150 |
Price($) | Vol. | No. |
---|---|---|
0.175 | 40529 | 1 |
0.180 | 178072 | 2 |
0.185 | 75000 | 1 |
0.190 | 50000 | 2 |
0.195 | 158000 | 3 |
Last trade - 16.10pm 10/05/2024 (20 minute delay) ? |
|
|||||
Last
17.5¢ |
  |
Change
-0.010 ( 3.15 %) |
|||
Open | High | Low | Volume | ||
17.5¢ | 18.0¢ | 16.0¢ | 3492891 | ||
Last updated 15.59pm 10/05/2024 ? |
Featured News
PAA (ASX) Chart |