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Posted On: 07/01/2019 3:45:47 PM
Post# of 145890
The last o/s update was last Tuesday. We should get one soon. I just looked, maxm & alps are on l2 and both used to sell lots, but I won't know for sure until the o/s update. One other item, assuming they enrolled 160 more on mono in Q1-Q2, I'm expecting the burn rate a little higher than I was projecting now for Q2 (~3.5M per month). Assuming they are using the non-commerical grade for these trials already paid for, maybe not much higher, but probably some; just guessing I would say at least 4-5M per month again assuming they did enroll another 160 on top of the maybe 200-300 before still on mono. We will probably get the 10k at the end of july, which should tell us much more.
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