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Posted On: 10/21/2021 10:21:01 AM
Post# of 72440
Hi, I'm looking to have some discussion about the current inventory of B and hear thoughts about securing more for either, EUA, compassionate use, phase 3, etc.
I'm trying to recall if in the past if Leo mentioned how much he has available. Clearly enough to cover the current phase 2. Clearly enough for compassionate use requests. How about for EUA or phase 3?
I'm also considering that he mentioned in the 10-K ordering B for the OM trial to be delivered in Q1 22.
I would assume that after phase 2 results, compassionate use requests will sky rocket and we could be on the cusp of EUA (potentially from several countries), we also need to be prepared for the possibility of a phase 3 trial. Wouldn't Leo need to be procuring more B NOW. Wouldn't an decent size stockpiled inventory need to secured NOW.
Did I miss something in the 10-K related to this? If Leo has to put a 4+ month lead time in front of an order for OM, I would think he has to have a plan for the future related to B for COVID and have it already in place.
Thoughts?
I'm trying to recall if in the past if Leo mentioned how much he has available. Clearly enough to cover the current phase 2. Clearly enough for compassionate use requests. How about for EUA or phase 3?
I'm also considering that he mentioned in the 10-K ordering B for the OM trial to be delivered in Q1 22.
I would assume that after phase 2 results, compassionate use requests will sky rocket and we could be on the cusp of EUA (potentially from several countries), we also need to be prepared for the possibility of a phase 3 trial. Wouldn't Leo need to be procuring more B NOW. Wouldn't an decent size stockpiled inventory need to secured NOW.
Did I miss something in the 10-K related to this? If Leo has to put a 4+ month lead time in front of an order for OM, I would think he has to have a plan for the future related to B for COVID and have it already in place.
Thoughts?
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