“I'm hoping for something great in the meeting, but tempering my expectations by assuming it's just a "state of the union" and recap of our position, in part to reassure us in the wake of Nita Ray and (unconfirmed) Recknor departing.”

In case anyone hasn’t looked at the PR lately, here’s what the company says the Agenda will be. R&D mostly.

“Cyrus Arman, Ph.D., President, will provide an overview of the Company's current and future R&D and clinical development strategy and activities.

Mazen Noureddin, M.D., M.H.Sc., the current Director of the Houston Liver Institute and former founding Director of the Fatty Liver Program at Cedars-Sinai Medical Center. He has conducted over 40 investigational clinical studies and published over 180 papers on non-alcoholic steatohepatitis (NASH). He will present the potential role of leronlimab in treating NASH and non-alcoholic fatty liver disease.

Stefan Glück, M.D., Ph.D., is the former Sylvester Professor at the Leonard M. Miller School of Medicine at the University of Miami at Florida and has been a Principal Investigator for over 37 breast cancer clinical studies. He has also served in roles for Regeneron and Celgene, focusing on immuno-oncology in solid tumors and acquiring early assets. He will discuss the potential role of leronlimab in the tumor microenvironment.

Jonah Sacha, Ph.D., is currently Professor at the Vaccine and Gene Therapy Institute and Oregon National Primate Research Center, both of Oregon Health & Science University, where he conducts research on infectious diseases. He has published over 85 peer-reviewed research articles and has been awarded 10 patents. Dr. Sacha will share the latest research developments with regard to leronlimab and HIV cure.”