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
- Ann: Elanco Option Update
That's not the impression I got from the interview with RA...
-
- 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
24.0¢ |
Change
-0.010(4.00%) |
Mkt cap ! $94.80M |
Open | High | Low | Value | Volume |
25.0¢ | 25.0¢ | 23.5¢ | $140.9K | 586.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 12010 | 24.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
24.5¢ | 70000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 12010 | 0.240 |
2 | 30525 | 0.235 |
10 | 116000 | 0.230 |
5 | 192316 | 0.225 |
6 | 236160 | 0.220 |
Price($) | Vol. | No. |
---|---|---|
0.245 | 70000 | 1 |
0.250 | 15000 | 1 |
0.255 | 85000 | 3 |
0.260 | 111500 | 3 |
0.265 | 134833 | 4 |
Last trade - 16.10pm 26/04/2024 (20 minute delay) ? |
|
|||||
Last
23.5¢ |
  |
Change
-0.010 ( 4.08 %) |
|||
Open | High | Low | Volume | ||
24.0¢ | 24.5¢ | 23.5¢ | 164909 | ||
Last updated 15.58pm 26/04/2024 ? |
Featured News
PAA (ASX) Chart |