CU6 clarity pharmaceuticals ltd

i certainly found this interview most revealing, as well as...

  1. 5,168 Posts.
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    i certainly found this interview most revealing, as well as comforting that both the prostate cancer diagnostics and therapy trials continue along a favourable path, and especially his comments re the diagnostics continue to demonstrate superior characteristics regardless of whether the PET canera used is the best available or the less sophisticated and more common cameras in use. Sort of dispels the erroneous argument that more sophisticated cameras offset less suitable radio-ligand elements such as F and Ga. I'm looking forward to the outcome of the head to head trial being carried out at St Vincents Hospital.

    Also AT made a quite interesting comment re certain parties with very deep pockets potentially providing an alternative source of (equity?) funding. Sort of dispels the rumours re need to seek a traditional funding route, at a discount through a broker AND could put the shorters on the back foot if they were assuming an easy get out of gaol via a fiture CR.

    Wrt the shorters the total net shorts as of 2 April was just under 14 million, equating to ~4.33%, and likely to increase up until yesterday: cumulative gross shorts the past 3 days totalled 5.4 million. If we assume 50% of that included into net shorts (reasonable IMO because the price had fallen away from max $1.99 --> $1.52 close yesterday) that suggests current net shorts of 16.6 million = 5.2%). IMO this short sales strategy is playing with fire, regardless of whether the general markets remain chaotic and notwithstanding Clarity remains likely to be non-revenue generating for another 18 months at the least.

    It was most interesting to hear of TLX's CB make contact with AT a couple weeks ago - from what I've observed TLX has performed exceptionally well on a generic with amazing revenue, but its internal development work is hardly a comparison to CU6 and its BIS molecule, not to mention the progression of development in breast cancer etc.
    I have a great deal of confidence in Clarity and will await its final take-out by a BP at some significant price multiple - just note that irrespective of market chaos PC remains a scourge for a growing proportion of older men, and Clarity remains one of the very few radiopharmas potentially offering a bright future, both with diagnostics and therapy.

    And the FDA granting special accelerated trial arrangements now for a few different trials suggests to me Clarity is on the right track with its product development.

 
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