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Posted On: 11/02/2020 2:07:43 PM
Post# of 154899
“While updates on that info would be welcome, I wonder if the CC is the best format? Maybe just a PR where they completely control the output.”
NP PRs big information 99.9% of the time. CCs are not for big updates, but for NP to share information that isn’t PR worthy (minus the Vyera deal, about 15 CCs ago). The enrollment update and HIV BLA updates are not PR worthy unless full enrollment is met or one of the BLAs is filed. He’s likely to give us an exact enrollment number, tell us how close the U.K. sites are to enrolling, and maybe a timeline on BLAs, although I think he’s learned his lesson. Per the last 10 CCs, I don’t expect any SP moving information but I expect a few good updates (including a talk on financials).
He’s also going to give the new CSO DR. Mahoob an opportunity to talk. Many investors are very excited about his addition and NP knows this (he or at least a few BOD members regularly read this board and the other boards). He’s going to let an actual expert on BLAs talk to investors.
NP PRs big information 99.9% of the time. CCs are not for big updates, but for NP to share information that isn’t PR worthy (minus the Vyera deal, about 15 CCs ago). The enrollment update and HIV BLA updates are not PR worthy unless full enrollment is met or one of the BLAs is filed. He’s likely to give us an exact enrollment number, tell us how close the U.K. sites are to enrolling, and maybe a timeline on BLAs, although I think he’s learned his lesson. Per the last 10 CCs, I don’t expect any SP moving information but I expect a few good updates (including a talk on financials).
He’s also going to give the new CSO DR. Mahoob an opportunity to talk. Many investors are very excited about his addition and NP knows this (he or at least a few BOD members regularly read this board and the other boards). He’s going to let an actual expert on BLAs talk to investors.
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