Posted On: 10/01/2015 10:12:21 PM
Post# of 30038
Many of you know the presentation is online. You now can pause and get a better look at the slides GC skipped over due to the short window to present.
I started to take notes as I am going through it again. Keep getting interrupted. There is a lot of good info in the presentation like CTE. Another interesting point is the slide says evaluating strategic options but GC said transactions. To me it means there are offers on the table. Slide 27 reiterates the 12 month cycle for Lympro starting in Nov. of last year and talks about finalizing partnerships.
If people want to post their notes and we can pull them all into a sticky, that would be worthwhile. Here's a start...
- 3 orphans and two more on the way. A year ago none.
- Opportunity for PRV which are selling at a average of $300M
- ESS operating under non-diluted funding from AFRIM.
- Potential for continued support. $130M awarded just yesterday. ESS was presented to a special panel in May. The data will be presented in Q4
- First gen ESS likely and immediate benefit for patients, but other things can be added to make it truly revolutionary and expand into a number of other areas
I started to take notes as I am going through it again. Keep getting interrupted. There is a lot of good info in the presentation like CTE. Another interesting point is the slide says evaluating strategic options but GC said transactions. To me it means there are offers on the table. Slide 27 reiterates the 12 month cycle for Lympro starting in Nov. of last year and talks about finalizing partnerships.
If people want to post their notes and we can pull them all into a sticky, that would be worthwhile. Here's a start...
- 3 orphans and two more on the way. A year ago none.
- Opportunity for PRV which are selling at a average of $300M
- ESS operating under non-diluted funding from AFRIM.
- Potential for continued support. $130M awarded just yesterday. ESS was presented to a special panel in May. The data will be presented in Q4
- First gen ESS likely and immediate benefit for patients, but other things can be added to make it truly revolutionary and expand into a number of other areas
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