(Total Views: 554)
Posted On: 08/12/2020 5:30:17 PM
Post# of 154098
Overall, very good call. Everything moving in the right direction.
Our near-term domestic fate is in the hands of the FDA, while potential ex-US approval(s) represent a wildcard with unknown impact and consequences.
Worst case scenario is a small (85) Moderate-Only (Score 4) Phase 3 with NEWS2 as the PE. That's a slam dunk by any measure.
Dr.NP getting better with management of shareholder expectation, still quite a bit of room for improvement in presentation and articulation of facts.
Only disappointments for me were the lack of progress of S/C trial enrollment and the exclusion of Dr.BP, who I consider to be a very important ongoing source of knowledge about about our molecule, and an important advocate and evangelist for the company. Wish I could wave a magic wand and solve that problem.
Our near-term domestic fate is in the hands of the FDA, while potential ex-US approval(s) represent a wildcard with unknown impact and consequences.
Worst case scenario is a small (85) Moderate-Only (Score 4) Phase 3 with NEWS2 as the PE. That's a slam dunk by any measure.
Dr.NP getting better with management of shareholder expectation, still quite a bit of room for improvement in presentation and articulation of facts.
Only disappointments for me were the lack of progress of S/C trial enrollment and the exclusion of Dr.BP, who I consider to be a very important ongoing source of knowledge about about our molecule, and an important advocate and evangelist for the company. Wish I could wave a magic wand and solve that problem.
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