Forum Topics CU6 CU6 Broker/Analyst Views

Pinned straw:

Added 10 months ago

The latest update from Wilsons with the change in pathway to market for those who are interested. Potential for a slow down in the Phase 3 results it seems.

Clarity Pharma Wilsons advisory 15 Feb 2024.pdf


Nessy

not held

edgescape
Added 10 months ago

From my reading the Cobra results mention detecting smaller lesions that were not found in the standard of care. Clarity doesn't know if they are false positives or not and hence requires changes for next trial for this to further validate.

So it's hard to say at this stage if that could be a positive or negative. I would be really careful to draw any conclusions on this among other things from the trial based on the statement from Wilsons

Also there was a cashless conversion of options recently that caused lots of volatility to the share price Have to look up what that means

Will also spend less time putting thoughts here as there is too much work to digest in the updates and the possibility of saying something wrong.

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