“For me, this Thursday is my Waterloo. NP needs to deliver something of real value well beyond the last one of these puff ball nothing burger promos he served just a few days ago.”

If you’re labeling Thursday as your “Waterloo,” you’re already setting yourself up for failure. Rarely is any big news announced before, during or after these CCs. NP is a CEO who likes to update investors about progress, even though those updates are minimal and often don’t materialize. I’ll be satisfied if we get an update on both COVID and Cancer trial enrollment.