so you think it was a positive call? we already
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we already knew most everything: we knew we had pivoted to NASH, we knew we were super focused on Cancer, and we knew that we had shelved the BLA. that was all known. There was no detail on NASH partnership, cancer partnership, or anything else on that front.
What we DID NOT know was that we are still months away from providing the FDA with all of the information to have the hold lifted. And until we have the hold lifted, we will not have a partnership. and until we have a partnership, we will not proceed with trials - again, we know this because management told us that future trials will be funded from external sources. so when I say the goal post has been moved - that's not reading between the lines - Cyrus read the line to us.
Look man, I bought shares, so I'm still a believer, and staying positive - but we remain further off based on the info on this call, simply because we're still aways off from having that hold lifted.