yes - please let this be true. i had been think
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Posted On: 09/03/2021 8:03:35 AM
yes - please let this be true.
i had been thinking management would hold off on a call until they could announce on the call that Brazil has officially started. i hope that's the case.
to be clear, i really hope that on the call they announce that people have been injected - i.e. the trial is now "ongoing". if they announce that the trial "will start soon" it will be a disappointment, at least to me. i'd actually prefer they postpone the call until they can announce that the trial has begun.
for me, while it's great to hear about NASH and cancer, my gut is that those could be a ways out in terms of revenue (i could be wrong). thus, this call should be about (i) we have started Brazil, (ii) we're crushing it on the BLA, and (iii) mic drop.
if we could deliver those messages, i will be thrilled, and i think the 13D stuff fades into the background.
i had been thinking management would hold off on a call until they could announce on the call that Brazil has officially started. i hope that's the case.
to be clear, i really hope that on the call they announce that people have been injected - i.e. the trial is now "ongoing". if they announce that the trial "will start soon" it will be a disappointment, at least to me. i'd actually prefer they postpone the call until they can announce that the trial has begun.
for me, while it's great to hear about NASH and cancer, my gut is that those could be a ways out in terms of revenue (i could be wrong). thus, this call should be about (i) we have started Brazil, (ii) we're crushing it on the BLA, and (iii) mic drop.
if we could deliver those messages, i will be thrilled, and i think the 13D stuff fades into the background.
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