Forgive me, but maybe I'm a little slow. What does any of this have to do with your trip to sunny San Diego? Maybe it’s because I’m not up on all the palace intrigue, but for the last week you’ve been saying you were going to summarize your visit. I was expecting something more like a play by play. “We arrived about 11 and they had a sign with our names on the visitor parking space, which I thought was nice … the office was small but nice. We waited about 10 minutes, then Koos came out and showed us around …” Instead it’s a lot of “my findings indicate” and “my findings show” and “my findings suggest” and a cut a paste job of Ichim’s patents. That’s all nice and all, but … meh.
As for this NDA thing, look, I sign NDAs all the time in sensitive meetings not because I’m about to get non-public info on which I can trade but to prevent me from logging any trade secrets, proprietary info or company procedures that could be valuable to competitors. But you’re indicating you have some sort of non-public info about “Koos and his plans for the company.” If that’s true, Koos is toast, the company is toast and you’re toast if you buy or sell any shares, so please … don’t insult our intelligence.
Hey, if Koos met you at a Starbuck’s instead of an office, or he was dressed like a bum, or he seemed like an asshole or something, I can understand not wanting to report that. It could easily spook people. But all this dragging things out, “I’m going to update you on this board, no that board, no by email, no on this board after all … but now I can’t say anything because, shut up, that’s why.” Please. Just level with everybody.
This will probably get me booted, but man, what an unnecessarily convoluted exercise this has become. I was hanging in there with you for a while, but you’ve lost me. The company hasn’t, though.
I know preclinical for Min is on track because I read the PRs and I’m salivating about that. I know that aplastic anemia is not the end for Hema because the company published the phased plan for that modality including the first 4 indications to which Hema procedures would be applied. And I know we’re in the home stretch on Hema FDA news because I read the timeline. That’s why the timeline was so f’ing disappointing way back when it came out because they told us to expect this. Now, here we are in the final month.
I haven’t been accumulating lately, but it’s time to now. There were a few moments that I thought I was running out of time, and that maybe things would happen faster than indicated, but then I saw what was going on and I realized that the timeline would hold. No early presents.
Turning the Min IND into a trial start within quarter 4 means we’ll see the IND app near the start of October. That’s just something that is. Same with Hema. We’ll see FDA news on it this month. One way or the other. Period. That also just is. So, we’re looking at two major catalysts over the next two months. And in the two months after that, three more biggies: trial start for Hema, FDA approval for Min. and trial start for Min. Even if they miss on the last one and trial start for Min gets pushed to early next year, whatevs. That lineup is plenty of good news, and it’s all about to begin.
PS: You kinda gave away the game when you cozied up to One-Eye. The company you keep and all. I’ve seen his PMs to other users. I’ve gotten a few myself. Of course he sent them and blocked me from replying simultaneously, because that’s what douche canoes do. But either way, bad form, that.
