Why the assumption the market is ignoring? RM are involved, people have left. That's not ignoring.
We don't yet know how SUD got the Pfizer research grant, there's a very common application process as well as by invite or invite following application - potential for some nice spin in there.
Some here are ignoring that this is not a magical thing given only to one or two 'very special' organisations. Funded research by a pharma on a large scale is the most efficacious and cost effective way for a pharma to carry out R&D as part of their R&D strategy. It's been around a very long time.
It doesn't indicate SUD are miraculous or about to launch into space. They may, and we all hope they do, but having this temporary research relationship with Pfizer does not make it so.
Sud HAVE to deliver (and they have to do it BEFORE one of the other likely companies likely to also be researching and likely also receiving funding produce some goods).
Do we think that SUD made Pfizer insert a clause into their research agreement that Pfizer was not allowed to fund other similar research while SUD was researching with Pfizer?
Do we understand how small the $$ are for a Pfizer to fund a research project like this? and therefore how many there may be?
`
The market are not ignoring, they are waiting to see if SUD produce because they have not only not produced in the past, they have missed their own guidance and promised deadlines and have a very heavy liability waiting in the wings. That's not ignoring, that's common sense.
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