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I'm as sure as I'll ever be about getting Lympro data tomorrow, and anticipate without knowing for sure the sen/spec being slightly "worse" than September, but not bad at all, and I don't think we will get any revenue etc tomorrow. We did not get a study completion notice in July, we did this time, big difference.
Big question is whether we truly are predictive early on. Imagine if we're not. We're still valuable even if early on data is bad. But with GC's recent hype on cell cycle thesis, I imagine there's at least a good P value for the early stagers if not good S/S. I could see the announcement of a further study expansion either to sure up the early stage numbers, or definitely prove the early stage numbers. We don't have a lot of money, that's why these are done in chunks imo, not reason to go overboard with unproven assets.
Big certainty is we're about to have a rock solid, verified and reproduced, expanded data set so everyone can finally know what we've got.
Big Bonus is potential for revenue, or really, I'd even be happy if a major clinical tried Lympro on a huge discount, or at cost. Would anyone be upset if we essentially handed out profit free samples to the first major interested party to prove it's value and ease others into adoption? If the study was completed in Q4, there's just no way it took more than a day or two for the raw data and basic statistics to be configured. This 2 weeks must have been used to Lympro's advantage one way or another even if it was just talking to BPs and getting feedback to decide on V1 vs V2, or whether to expand the early stage test. Let's see where we're at. I would love to wake up to yahoo finance linking to a Gerald Blog walking us through everything. Otherwise I'm gunning it home to hear it for myself!
P.S. [The following paragraph should be read with all the irrational exuberance of a child shaking his Xmas present to figure out what's inside] My gut loves news on Wednesdays. In biotech, #winning Wednesdays is a damn fine tradition. I see a lot of companies intentionally release good news on Wednesdays. Why I'm not sure, maybe because major profit taking usually takes a few days to trigger. I also think the time of our presentation is significant. This is the post dinner, evening news, let's take this night into a party presentation time slot.
Big question is whether we truly are predictive early on. Imagine if we're not. We're still valuable even if early on data is bad. But with GC's recent hype on cell cycle thesis, I imagine there's at least a good P value for the early stagers if not good S/S. I could see the announcement of a further study expansion either to sure up the early stage numbers, or definitely prove the early stage numbers. We don't have a lot of money, that's why these are done in chunks imo, not reason to go overboard with unproven assets.
Big certainty is we're about to have a rock solid, verified and reproduced, expanded data set so everyone can finally know what we've got.
Big Bonus is potential for revenue, or really, I'd even be happy if a major clinical tried Lympro on a huge discount, or at cost. Would anyone be upset if we essentially handed out profit free samples to the first major interested party to prove it's value and ease others into adoption? If the study was completed in Q4, there's just no way it took more than a day or two for the raw data and basic statistics to be configured. This 2 weeks must have been used to Lympro's advantage one way or another even if it was just talking to BPs and getting feedback to decide on V1 vs V2, or whether to expand the early stage test. Let's see where we're at. I would love to wake up to yahoo finance linking to a Gerald Blog walking us through everything. Otherwise I'm gunning it home to hear it for myself!
P.S. [The following paragraph should be read with all the irrational exuberance of a child shaking his Xmas present to figure out what's inside] My gut loves news on Wednesdays. In biotech, #winning Wednesdays is a damn fine tradition. I see a lot of companies intentionally release good news on Wednesdays. Why I'm not sure, maybe because major profit taking usually takes a few days to trigger. I also think the time of our presentation is significant. This is the post dinner, evening news, let's take this night into a party presentation time slot.
