I don't recall seeing updated s&s numbers today and I watched Dr. Kirby's presentation although I lost the feed momentarily at one point. This is exactly the same thing that happened in Copenhagen and a much larger reaction. The overall conclusion from Dr. Kirby is that the positive trend in data is confirmed and continuing. Maybe that's spin on his part, but it still makes no sense to present crappy data at this conference. Communication and clarity have not been good, but I'm not ready to say anything has changed with the science yet. There were multiple other references from other speakers today regarding being close to a blood test for AD so there is some buzz about it. GC definitely got expectations too high, but I still think the market reaction was way overboard. Let's see how damage control goes from here. Full data later this quarter will tell once and for all.
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