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Posted On: 12/14/2023 12:12:07 PM
Post# of 148878
Re: CaptnAmerca #139818
I am expecting a good call - but i don't expect anything that necessarily sends the SP higher. I say that because it's clear the hold has been pushed out - and until that gets lifted, I just don't see any other big developments. The spike up, and this decline are just noise in my mind.
For me, the keys from this call will be 3 things:
1. how involved are the FDA follow-up items? Do we expect to have them covered by early / late Jan? For me, that would be a nice win.
2. for the new HIV trial protocol, how confident is he that we'll have success in being able to enroll patients and produce data that is impressive in this population? and does he have a timeline in mind he can share?
3. there has been relative silence on NASH / MASH and cancer. where do we stand on those indications - are they still on track, or do we have our hands full with the new HIV trial such that they are on a slower track?
Looking forward to hearing Dr Jay, and to getting a clearer understanding of where we currently sit.
For me, the keys from this call will be 3 things:
1. how involved are the FDA follow-up items? Do we expect to have them covered by early / late Jan? For me, that would be a nice win.
2. for the new HIV trial protocol, how confident is he that we'll have success in being able to enroll patients and produce data that is impressive in this population? and does he have a timeline in mind he can share?
3. there has been relative silence on NASH / MASH and cancer. where do we stand on those indications - are they still on track, or do we have our hands full with the new HIV trial such that they are on a slower track?
Looking forward to hearing Dr Jay, and to getting a clearer understanding of where we currently sit.
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