HI Steini
I was just browsing this post of yours yesterday arvo .
Woke up with a couple of questions if I may .......
See highlighted items
Don't hate PH, but don't consider him to be the right negotiater during tougher times.
Her-Vaxx, can't call it anything else than "Hearsay" as no official IMU anns was made and as
" I won't reveal my trustworthy source. "
Q1 What do you describe as a Trusted Source ?
Q2 In what capacity could they be providing you info
Q3 How would the Trusted source know whats going on inside IMU
Q4 How long has the "trusted source " been a "trusted source for "
Q5 U sure they aren't a Trusted " Sauce "
But the bigger market forces had the same info, hence the run to 62.5c. ????
Q6 What particular info were your referring to ?
Q8. ..... the Liklihood of a deal being set for Hervax ?
If ALA is priced correctly
> ALA may not be priced correctly ..... ( although others have commented on the the differentiation relating to the ALA IP
then CHM deserves a much higher valuation just based on CDH17 alone.
If you got the time, research the PEN pre-clinical results and compare that to ALA 101, you will instantly move your ALA funds to CHM.
Be advised, not an easy task to do that particular research.
> Q9 Whats not easy about this ? - Presumably there are links etc to articles / journals commentary etc etc
I got some assistance from JC, understood her passion for it and in the same way I am confused to see her leaving right now. No response from her since resignation was
> Q10 Could it be that Jen was just responding to a persistent shareholder & naturally " talking up the book " so to speak ?
announced, who knows what really went on behind closed doors. Nick Ede calling the day at IMU, revealed on social media and not IMU, isn't helping either.
Let's see the EGM results on Tuesday, could show how much support PH still got.
> Comment : Yeah the AGM results will be interesting
Will save my thoughts about the capital expansion for other threads etc .... other than to summarize as follows
a. CHM will need more capital
b. Current pipeline looks extremely interesting
c. IF current pipeline results indicate / validate the IP ..... then shareholder dilution
should be well and truly compensated
Cheers
VA
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