Maybe that is why we now have a CSO based in the northern hemisphere and 3 of our Board of Directors are US based. Notwithstanding all the other reasons why things havent been successful in the past it does seem there is a material shift in the strategy to the Northern Hemisphere in terms of connections (no I know PW was in the UK for a bit but by his own admission that was not ideal for running the company back here). I think the new exec team and the consultants they got in are helping them connect the dots at a whole new level. For PW or RH to do a follow up meeting in the US a few weeks after San Fran was a big ask - for Rob or either of the new US directors to front up - not so much. Steph can get on a plane when required but the in between connections would be much easier now IMHO.
Best thing locally is that the HC threads are still just us same old posters so there is no overblown hype here - just 1/1 of 6 data drops so far. A broker did send a note out reiterating their 7.4c valuation and a bit of narrative around the cancer vac ann broadening the platform potential and this which surprised me -
" In parallel to these advancements PYC’s internal iMyc program remains on track to deliver in vivo efficacy data by early CY’18. Our view remains that PYC is a reasonable probability to ink one or more commercial deals in the medium term with regard to early stage applications of the FPP platform. The iMyc outcome is a high risk high reward proposition that we believe is not priced in at current levels."
I suspect it might be an old comment that has not been updated as they might not have had the chance to get comment from PYC over Christmas and with management in the US at the moment.
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