I seriously doubt we will hear anything material (ie market moving) information on Tuesday because we are having the meeting in the middle of the trading day. . That being said, I want to hear more details around the conversations between the FDA and Cytodyn on the phase 3 trial for critical Covid.. its time to sh*t or get off the pot on critical Covid. If the fda has told us they will expedite the protocol review for the trial and will give us a go before the end of December so we can start, Im good with that. but if its the usual 6 + weeks of FDA review and back and forth , then sign people up etc , I would place the money and resources towards Long Haulers instead which will be with us for a long time. Sometimes as an exec, tough business decisions need to be made to spare money and resources...
I would expect an update on NASH and the BTD for tnbc , along with any update from Canada...I wouldn't expect any partner updates except for a bit of happy talk from Dr. kelly on conversations he is having in that area. but my guess is no partner until a BLA approval or BTD . something that leads the partner to believe sales will be coming.Philippine and Brazil Covid data shows extremely low case loads as Brazil hits their Summer season and the Philippines have done a great job of late in managing the virus in their country....
So net/net...updates with more clarity around timing of events as a year end CC....