NZT, since you asked .... we are in agreement on what will change the SP ... in short announcements on real high value results.
That will be with us in the near term imo and likely to include:
1. MNDnews will be a major catalyst - news on any combination of the following - safety, bloods, Qol, FightMND trial extension / new funding, FDA fast track / orphan drug / breakthrough award, Cohort 1 continuing, Cohort 2 started. Another Fireside chat with people running that trail / a conference preso etc.
2. Dogs news is a slower burn by the nature of the challenge - news on bloods for six dogs that completed 28 day should be available for analysis now - that's likely to be enough to run a batch efficiently, so maybe that will come soon. More recruitment too, more interest from BP ... it will come when Kim is ready and has real news.
Both are concurrent and both can unlock value, but point 1 is massive, it can lead to lots. An OHD announcement is also a significant potential, but another slower development ... e.g. Shell pilot or commercial demo plant deal, government grant or something we know little about due to commercial in confidence negotiations.
So I repeat, people whining about how long it took to get to here, albeit on no money, in a covid world with busted supply chains, stressed governments, laboratories and dog owners that couldn't get to a vet in time etc etc ,,,, well thats water under the bridge. Cant change it ... happy they and I survived it.
... And imo PR spruiking too early just doesn't cut it with me ... the used car salesman routine falls apart quickly and we retrace when people lose faith and SP plummets ... more so in this game I think. It corrodes credibility.
You and others may see it differently and that's ok, but my beef is when people talk BS about management intent ... none of us know what they know, we can't see the whole board, yet we sit in our armchairs and shout on our keyboards,,, some even repeatedly call and email,,, or so I am told. I ask respectfully for that to stop.
What needs to happen next imo ... keep announcing results and build the volume, reach, coherence and ingenuity as they build. I am hoping this all falls into place without falling off the high-wire ... shaking the rope or creating a storm dosen't help.
To end on a positive ... love your post today IDTT, very interesting.
Regards
QQ
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