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Posted On: 11/10/2020 2:21:36 PM
Post# of 148985
I'm surprised by the optimism that CD12 will get EUA at the 75% look. It has now been proven multiple times that the FDA doesn't care about urgency in treatments, especially with LL. We have as good, or better, M/M data and nothing was done. I expect the recommendation to be finish the full 390 and in the meantime there will be enough time for our BP friends to come up with something we can approve instead of you.
Covid is an afterthought for me at this point. Hopefully management learned from the hard lessons and will be better in execution of the many other indications. I fully expect the new 'BLA whisperer' to take us over the finish line for HIV. When it comes time to disrupt the cancer sector I hope NP et al remembers that being passive with FDA doesn't work and we push our drug on them rather than wait for them to notice us.
I'm in at 3.05 and staying for the long haul.
Covid is an afterthought for me at this point. Hopefully management learned from the hard lessons and will be better in execution of the many other indications. I fully expect the new 'BLA whisperer' to take us over the finish line for HIV. When it comes time to disrupt the cancer sector I hope NP et al remembers that being passive with FDA doesn't work and we push our drug on them rather than wait for them to notice us.
I'm in at 3.05 and staying for the long haul.
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