Ann: Expanded Heart Protection Discovery for Zantrene, page-225

Really interesting points you've made here.

I'd be very interested to hear the what thinking is from others knowledgable in this field (regarding the same).
BigParma has a defintive strength over general retail investors in technically and commercially assessing the trial information and knowing exactly what they are seeking to see from the trials.
I believe whatever transaction that potentially eventuates is likely be a defensive / consolidation play. BigParma incumbents will be definitely be looking to hedge their existing prospective market investment positions and supply chain investments. If the news for bisantrene continues to be positive out of the trials then one of the BigParma companies is going to want to protect themselves by acquiring the Bisantrene rights. They do need to continually invest to protect their existing investments. Their existing investments absolutely dwarf whatever they may end up spending on Bisantrene.

Take a look at the following, the big players are right across what Race's has been doing and the clinical trial data resulting:
https://www.barrons.com/articles/johnson-johnson-stock-pipeline-cancer-drugs-51621521358

From a fundamentals perspective this is all quite compelling, the information is being produced from a steady and very disciplined process.

Trading this week is going to be hard not to watch. I envisage there will be numerous capital funds looking to take up positions in the stock this week, especially given that the SPP has had them omitted. Trading volumes will be the real indicator to follow.

The big question is besides the traders and the exisiting insiders selling down who else is going to be selling down when the future upside has the potential to be so significant?