The TOX report is very favourable towards being a success with...

The TOX report is very favourable towards being a success with the mice data being very comparable to humans in other studies(the Dr's words)
So imho the engineering re-run to be done in q-2 for DX1 is the key(as long as they have outlined the previous problem).I also think they will be fast tracking DX3 to engineering and if both successful then the Tox reports are pretty much in the bag and the big boys will also know this..

So as one or two have suggested a long time before "BIG PHARMA" come into play i think that the rerating will come well before TOX reports are finalised......

2 massive IP's going to clinic at the same time without big Pharma already on board is very doubtful.

End of q-2 to q3 i think we will be back where we were before the delays and deal talk will take on an even more elevated discussion.

Games will be played in the short term with the SP but in 6-8 weeks we will seriously see that start to change.