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Posted On: 04/01/2022 3:38:19 PM
Post# of 148888
My thoughts
1. LL science is beyond doubt with growing number of scientific publications.
2. Its safety record will be confirmed by the new CRO audit of our HIV clinical studies sabotaged by Amarex. The FDA hold will be released.
3. Covid track and Brazil situation with DSMB looks unclear at this point. To me, CK's pathetic justification for miniscule enrollments must hide some scandalous failures in our Brazilian romance.
4. The reason(s) for the delay with NASH 700 top results remains unclear but hopefully because of the NDA (s).
5. Situation with mTNBC remains unclear and increasingly so after SK's mumbling about FDA's "high requirements" for BTD.
6. Negatives: to me, the generally icy and impersonal tone of the last/first CC gave the impression of the board's indifference to the shareholders. It's like "we really don't care what you think."
7. Clear positives: new regime of financial austerity, active search for partnerships, ongoing negotiations under NDA, forthcoming new publications.
1. LL science is beyond doubt with growing number of scientific publications.
2. Its safety record will be confirmed by the new CRO audit of our HIV clinical studies sabotaged by Amarex. The FDA hold will be released.
3. Covid track and Brazil situation with DSMB looks unclear at this point. To me, CK's pathetic justification for miniscule enrollments must hide some scandalous failures in our Brazilian romance.
4. The reason(s) for the delay with NASH 700 top results remains unclear but hopefully because of the NDA (s).
5. Situation with mTNBC remains unclear and increasingly so after SK's mumbling about FDA's "high requirements" for BTD.
6. Negatives: to me, the generally icy and impersonal tone of the last/first CC gave the impression of the board's indifference to the shareholders. It's like "we really don't care what you think."
7. Clear positives: new regime of financial austerity, active search for partnerships, ongoing negotiations under NDA, forthcoming new publications.
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Whatever happens, we have got
Le-Ron-Li-Mab, and they have not.
Le-Ron-Li-Mab, and they have not.
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