Good writeup TG. I take a more conservative stance
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Posted On: 09/17/2020 11:41:35 AM
Good writeup TG. I take a more conservative stance on some of these (somebody will call me a short).
I disagree with a few points and while you have the Compensation scheme taking a hit is BAD, I think that's a GOOD. Maybe it will focus these guys to finish something before reaching in my pocket.
I don't know how the assess the brain blood barrier news. It opens some possibilities, but they are so speculative, so far in the future, and will require more resources than we have that I can't do much more than acknowledge it is intriguing. Interesting science, but in and of itself, it's just another of these indications that won't make the company MONEY anytime soon.
The long hauler study won't make us any MONEY if we don't have approval, and that comes from CD12. We're not going to get any approval to do anything there based on some study of that specific population.
I disagree on NASDAQ being imminent. I heard nothing that made be believe it's even likely this year unless we have approval on something.
NASH looks promising. Based on the past, I'll put the Valentines day 2021 date as the over/under for actually starting. Last year at this time I used Valentines Day as the guess for the BLA, which was beyond the outside dates being hyped. NASH is the sleeper on our list with a huge market that needs a breakthrough.
CD12 interim is THE tipping point in the next 12 mos.
I disagree with a few points and while you have the Compensation scheme taking a hit is BAD, I think that's a GOOD. Maybe it will focus these guys to finish something before reaching in my pocket.
I don't know how the assess the brain blood barrier news. It opens some possibilities, but they are so speculative, so far in the future, and will require more resources than we have that I can't do much more than acknowledge it is intriguing. Interesting science, but in and of itself, it's just another of these indications that won't make the company MONEY anytime soon.
The long hauler study won't make us any MONEY if we don't have approval, and that comes from CD12. We're not going to get any approval to do anything there based on some study of that specific population.
I disagree on NASDAQ being imminent. I heard nothing that made be believe it's even likely this year unless we have approval on something.
NASH looks promising. Based on the past, I'll put the Valentines day 2021 date as the over/under for actually starting. Last year at this time I used Valentines Day as the guess for the BLA, which was beyond the outside dates being hyped. NASH is the sleeper on our list with a huge market that needs a breakthrough.
CD12 interim is THE tipping point in the next 12 mos.
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