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Posted On: 07/04/2020 4:55:47 AM
Post# of 148903
I have to say, I've been obsessing over this for hours.
There's quite a bit of alignment here that is hard to ignore:
July 1: Last day of the last P2 M/M patient
July 1: Dr.NP's sudden recharacterization of the P3 S/C interim analysis
July 2: Immuvance appears (although the filing date was June 9,2020)
July 3: Exclusive Distribution Agreement for COVID-19
You don’t issue a PR about your COVID distributor -- unless you know you are going to need a COVID distributor. Other than the possible requirement of disclosing a material event, why would you PR this on a Friday evening, and on a day when the market is closed? Dr.NP seems to enjoy forcing shorts to cover with PRs issued in the AM, sometimes close to the open. So there must be a good reason for doing this on a quiet Friday night, and I can't imagine it has anything to do with his Dr. Breen YouTube interview later today. That's hardly a forum for discussing big news.
Taken as a whole, I can see the argument for leronlimab being the topic discussed by the White House.
My problem is Dr.NP's statement that July 1 was the last day of the last P2 M/M patient, and considering the time required to sign off, enter, and process the data.
The only plausible way I could see this happening is if all of this work was being done progressively for each patient when they reached their 14-day period. So that there were maybe only 2 or 3 patients whose data needed to be processed starting on July 1. In that scenario, I could imagine that the remaining work could conceivably be done in 2 or 3 days (July 3).
I admit to not knowing much about how this works, so I invite anyone to chime in here with opinions.
EDIT: One last comment:
If this was really happening, why would Dr.NP agree to go on a YouTube interview? Not only does it present challenges of not disclosing confidential information, but it's also not necessary anymore. There would be no need to promote leronlimab for COVID -- because it's game-over.
There's quite a bit of alignment here that is hard to ignore:
July 1: Last day of the last P2 M/M patient
July 1: Dr.NP's sudden recharacterization of the P3 S/C interim analysis
July 2: Immuvance appears (although the filing date was June 9,2020)
July 3: Exclusive Distribution Agreement for COVID-19
You don’t issue a PR about your COVID distributor -- unless you know you are going to need a COVID distributor. Other than the possible requirement of disclosing a material event, why would you PR this on a Friday evening, and on a day when the market is closed? Dr.NP seems to enjoy forcing shorts to cover with PRs issued in the AM, sometimes close to the open. So there must be a good reason for doing this on a quiet Friday night, and I can't imagine it has anything to do with his Dr. Breen YouTube interview later today. That's hardly a forum for discussing big news.
Taken as a whole, I can see the argument for leronlimab being the topic discussed by the White House.
My problem is Dr.NP's statement that July 1 was the last day of the last P2 M/M patient, and considering the time required to sign off, enter, and process the data.
The only plausible way I could see this happening is if all of this work was being done progressively for each patient when they reached their 14-day period. So that there were maybe only 2 or 3 patients whose data needed to be processed starting on July 1. In that scenario, I could imagine that the remaining work could conceivably be done in 2 or 3 days (July 3).
I admit to not knowing much about how this works, so I invite anyone to chime in here with opinions.
EDIT: One last comment:
If this was really happening, why would Dr.NP agree to go on a YouTube interview? Not only does it present challenges of not disclosing confidential information, but it's also not necessary anymore. There would be no need to promote leronlimab for COVID -- because it's game-over.
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