I have been burned by being too positive about CCs before they occur....but, here goes again.....
There are 3 options as i see it:
1. A nothing-burger (and we've feasted on them before). This would basically just be introducing all of these scientific advisors, etc., and having them talk about how they love the drug.
2. Information that further validates our science, and points to progress made toward a partnership, etc. - but short of anything massive. Could be some type of validation by a hospital, research, group, etc. Could be a grant. Point is - something that adds validation to the science and serves as a shot in the arm (no pun intended)
3. An announcement of a major partnership, buyout, etc. - i.e. a bombshell. SP goes through the roof. (lesser bombshell would be hold lifted - but i don't think we see that).
I go with door #2. I just don't see CA setting up this call if it's a nothing-burger. He's too "no-BS" for that - and people would be pissed about it. And he's been quiet already and we're used to it - so i don't think he feels pressure to hold a meeting. But i don't think it's a partnership or buyout (not yet at least).
I for one am fine with #2 - as it keeps me going as a long-time shareholder. I personally really need to see some momentum here - and i can't imagine i'm alone in that regard. A really positive call with tangible new info or validation for our drug could make a pretty $%&** year a lot better - and set things up nicely for 2023.
We'll see. I went on record a couple weeks ago saying we'd see something this year that was positive. But again, i've been dead wrong here before.
There are 3 options as i see it:
1. A nothing-burger (and we've feasted on them before). This would basically just be introducing all of these scientific advisors, etc., and having them talk about how they love the drug.
2. Information that further validates our science, and points to progress made toward a partnership, etc. - but short of anything massive. Could be some type of validation by a hospital, research, group, etc. Could be a grant. Point is - something that adds validation to the science and serves as a shot in the arm (no pun intended)
3. An announcement of a major partnership, buyout, etc. - i.e. a bombshell. SP goes through the roof. (lesser bombshell would be hold lifted - but i don't think we see that).
I go with door #2. I just don't see CA setting up this call if it's a nothing-burger. He's too "no-BS" for that - and people would be pissed about it. And he's been quiet already and we're used to it - so i don't think he feels pressure to hold a meeting. But i don't think it's a partnership or buyout (not yet at least).
I for one am fine with #2 - as it keeps me going as a long-time shareholder. I personally really need to see some momentum here - and i can't imagine i'm alone in that regard. A really positive call with tangible new info or validation for our drug could make a pretty $%&** year a lot better - and set things up nicely for 2023.
We'll see. I went on record a couple weeks ago saying we'd see something this year that was positive. But again, i've been dead wrong here before.
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