Thoughts from the call...
So the paper is not out yet, which wasn't really addressed in an in-depth way. Clearly we're at the mercy of the journal reviewing and approving it. Should come soon though, if they originally thought it had a great chance at hitting today. Hell, it still could hit today.
The wording was very clear early in the call from NP that there is no desire to partner with someone when we believe it's unnecessary due to how well Leronlimab addresses each important aspect of the disease on its own. He took a couple subtle digs at Gilead but also tried to stay partisan as well while people kept asking questions about Gilead and Remdesivir.
However, later in the call while referencing a partnership that maybe Fauci would be asking for (I don't recall the exact wording of the question that got him there but it was about partnering) his answer was that they would take the recommendation of the scientists and present it to the board. I wasn't sure if he was saying that's what they would do in that scenario if it existed, or if that scenario exists and this board meeting and discussion is actually going to happen. Did anyone else hear that definitively one way or the other?
People ask horrible questions.
Mild to moderate hasn't advanced in enrollment numbers form a couple days ago but he expects it to start moving better as new sites are getting on board. He mentioned, again, that it takes a lot of time to get sites added and it's actually moving quite fast for how long it would normally take. Severe has been slower but they haven't focused on it as much due to resources being spread elsewhere.
It seems pretty clear they value the results of the mild to moderate trial more than the severe. If they're not pushing the severe trial as much perhaps it's because they already have such strong data on the sickest patients and all of the EINDs, so the focus is to now show the mild to moderate effect. This does fit in with his strategy all along which is to maximize impact with as little investment as possible. Or maybe it's because there is worry about being pigeon-holed as just for the severest patients. Or maybe there's a plan that includes the FDA, as well as government funding, where it's been made clear that mild to moderate data is what opens the door to approval.
BP is great. I truly hope he not only gets the accolades he deserves but that he remains a large part of this story moving forward. He's very, very good at explaining the science and oozes confidence without coming across as cocky.
Government funding discussions are ongoing and he doesn't have anything to report yet but basically said they're working on it. Since he stated multiple times that we need it to manufacture what we will need I have no doubt it's coming and it's coming very soon. You could sense the frustration when he basically stated that to solve the manufacturing concern we need government funding. Not just funding but government funding. He also reiterated multiple times that he doesn't want to dilute for funds.
Cash in your warrants people, and we'll be eligible to uplist. He was quick with updates in regards to where we stand and what it would take so clearly this is on his mind/radar.
That's all I can recall off the top of my head. Nice call and all, but not much of anything we didn't already know.
So the paper is not out yet, which wasn't really addressed in an in-depth way. Clearly we're at the mercy of the journal reviewing and approving it. Should come soon though, if they originally thought it had a great chance at hitting today. Hell, it still could hit today.
The wording was very clear early in the call from NP that there is no desire to partner with someone when we believe it's unnecessary due to how well Leronlimab addresses each important aspect of the disease on its own. He took a couple subtle digs at Gilead but also tried to stay partisan as well while people kept asking questions about Gilead and Remdesivir.
However, later in the call while referencing a partnership that maybe Fauci would be asking for (I don't recall the exact wording of the question that got him there but it was about partnering) his answer was that they would take the recommendation of the scientists and present it to the board. I wasn't sure if he was saying that's what they would do in that scenario if it existed, or if that scenario exists and this board meeting and discussion is actually going to happen. Did anyone else hear that definitively one way or the other?
People ask horrible questions.
Mild to moderate hasn't advanced in enrollment numbers form a couple days ago but he expects it to start moving better as new sites are getting on board. He mentioned, again, that it takes a lot of time to get sites added and it's actually moving quite fast for how long it would normally take. Severe has been slower but they haven't focused on it as much due to resources being spread elsewhere.
It seems pretty clear they value the results of the mild to moderate trial more than the severe. If they're not pushing the severe trial as much perhaps it's because they already have such strong data on the sickest patients and all of the EINDs, so the focus is to now show the mild to moderate effect. This does fit in with his strategy all along which is to maximize impact with as little investment as possible. Or maybe it's because there is worry about being pigeon-holed as just for the severest patients. Or maybe there's a plan that includes the FDA, as well as government funding, where it's been made clear that mild to moderate data is what opens the door to approval.
BP is great. I truly hope he not only gets the accolades he deserves but that he remains a large part of this story moving forward. He's very, very good at explaining the science and oozes confidence without coming across as cocky.
Government funding discussions are ongoing and he doesn't have anything to report yet but basically said they're working on it. Since he stated multiple times that we need it to manufacture what we will need I have no doubt it's coming and it's coming very soon. You could sense the frustration when he basically stated that to solve the manufacturing concern we need government funding. Not just funding but government funding. He also reiterated multiple times that he doesn't want to dilute for funds.
Cash in your warrants people, and we'll be eligible to uplist. He was quick with updates in regards to where we stand and what it would take so clearly this is on his mind/radar.
That's all I can recall off the top of my head. Nice call and all, but not much of anything we didn't already know.
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