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Posted On: 09/23/2020 11:07:05 AM
Post# of 148988
I rather enjoyed the Dr been interview.
I learned about the FDA interim analysis which I thought NP did a good job of explaining in laymen's terms. The meeting with the UK for HIV BLA talks in October. The long hauler protocol coming soon almost finished for FDA submission(high interest in this and no competition for trial patients). Some cancer results returned for the basket trial, awaiting on CT scans and results for TNBC. Nash we knew, but was reiterated November potential first injection (also high interest in trial which I don't think was mentioned in CC). Some publishings on results and one accepted for sure with a requested presentation (also pr'd this morning). Quite a bit of additional color in addition to the high level conference call.
I learned that NP thinks the stock should be above 20 bucks right now( I don't agree. A pre-revenue biotech with no approvals and potential only doesn't qualify for a 10+ billion mkt cap in my book. Give me an approval for a high quality indication and I will be changing my stance most hastily).
NP also considers approval a 100% chance of happening for US HIV. My prob and stats skill are a bit rusty but that seems like pretty good odds. Sounds like after they resubmit, FDA does us a favor and takes 30 days to look over the previous submission painpoints and give it their blessing.
Somehow I got all of that while not being able to understand a thing NP said. Sorry couldn't help myself. I realize NP was in full fledged fire and brimstone preacher mode, but despite delivery style, I learned quite a bit. As always my opinion, not worth the server space it's being stored on.
I learned about the FDA interim analysis which I thought NP did a good job of explaining in laymen's terms. The meeting with the UK for HIV BLA talks in October. The long hauler protocol coming soon almost finished for FDA submission(high interest in this and no competition for trial patients). Some cancer results returned for the basket trial, awaiting on CT scans and results for TNBC. Nash we knew, but was reiterated November potential first injection (also high interest in trial which I don't think was mentioned in CC). Some publishings on results and one accepted for sure with a requested presentation (also pr'd this morning). Quite a bit of additional color in addition to the high level conference call.
I learned that NP thinks the stock should be above 20 bucks right now( I don't agree. A pre-revenue biotech with no approvals and potential only doesn't qualify for a 10+ billion mkt cap in my book. Give me an approval for a high quality indication and I will be changing my stance most hastily).
NP also considers approval a 100% chance of happening for US HIV. My prob and stats skill are a bit rusty but that seems like pretty good odds. Sounds like after they resubmit, FDA does us a favor and takes 30 days to look over the previous submission painpoints and give it their blessing.
Somehow I got all of that while not being able to understand a thing NP said. Sorry couldn't help myself. I realize NP was in full fledged fire and brimstone preacher mode, but despite delivery style, I learned quite a bit. As always my opinion, not worth the server space it's being stored on.
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