i agree the communication last year has been substandard, not to mention the delays which have now caused this issue with liquidity and investors becoming impatient.
This is my own speculation, but i believe that AT is making a business decision in relation to trials and their timelines. clarity has a certain amount of cash, and they have a lot of trials which will each cost large amounts irrespective of return on money invested. They have identified the 3 largest revenue makers and is focussing capital on these 3 trials, while slowing other trials down so cash burn isn't significant and they can push their reserves further. Imagine running 7 trials with 110m AU, multi centre to boot.
Alan has stated via email they aim for cu64 bcr to be the initial commercialised products. As @ttppxx stated, this trial should be the fastest to market, and they're aiming for a lion's share of it. Wrt therapy, having a look at where cu67 is aiming for, their only competition is pluvicto. Tlx591 is post chemo, fusions product is post failed lu177 post chemo. If cu67 demonstrates superior outcomes over pluvicto, which seems likely given their P1, it should be taking a large share of the pre chemo mcrpc market.
CU6 Price at posting:
$2.02 Sentiment: None Disclosure: Held
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