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Posted On: 10/20/2020 6:52:54 PM
Post# of 148908
Re: crazyjogger925 #62389
Good call.
I will admit that they are learning and presenting in a more tempered and professional manner (that's for you CDiddy). This bodes well for when they are on the global stage and in front of institutional investors.
Yes, we have some hurdles, and yes they are frustrating. However, I feel the investment thesis has been meaningfully de-risked.
New Q&A format is great -- and I'm not just saying that because of the many questions they covered that I submitted. I thought all of the questions were good.
Interesting that none of the conversations with BP are relating to COVID (unless Dr.NP misunderstood that question).
Also, interesting that Dr.NP stopped answering my question regarding the potential for a February 293 interim readout after he did enough math in his head to conclude that was possible.
I am hopeful that one or all of the UK, EU or Canada might actually consider reviewing and approving the Mono indication along with Combo, but I think they'll probably follow the FDA's lead. My sense is that it would take a smaller and less tethered country to make that break.
It seems clear that they don't anticipate any ex-US COVID approvals until the next interim analysis -- assuming the outcome is favorable. Between the Samsung payment and mounting trial expenses, it's safe to say they're going to use that Shelf Registration unless a White Knight appears.
Need to re-listen a couple more times.
I will admit that they are learning and presenting in a more tempered and professional manner (that's for you CDiddy). This bodes well for when they are on the global stage and in front of institutional investors.
Yes, we have some hurdles, and yes they are frustrating. However, I feel the investment thesis has been meaningfully de-risked.
New Q&A format is great -- and I'm not just saying that because of the many questions they covered that I submitted. I thought all of the questions were good.
Interesting that none of the conversations with BP are relating to COVID (unless Dr.NP misunderstood that question).
Also, interesting that Dr.NP stopped answering my question regarding the potential for a February 293 interim readout after he did enough math in his head to conclude that was possible.
I am hopeful that one or all of the UK, EU or Canada might actually consider reviewing and approving the Mono indication along with Combo, but I think they'll probably follow the FDA's lead. My sense is that it would take a smaller and less tethered country to make that break.
It seems clear that they don't anticipate any ex-US COVID approvals until the next interim analysis -- assuming the outcome is favorable. Between the Samsung payment and mounting trial expenses, it's safe to say they're going to use that Shelf Registration unless a White Knight appears.
Need to re-listen a couple more times.
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