RE:RE:New corporate presentation is on the website They need to get the stock price up and leading with your "sexiest" program is likely the reason for that. But maybe they have also seen something encouraging in the early bloodwork from the first patient that makes them feel more confident as well. Notice the additional cancers on the list now too - the list keeps growing with each presentation, which is good. There is clearly more going on behind the scenes that we are not aware of on cancer too that may be giving the company encouragement on that front.
I like your idea with regard to Europe. But I have heard from second hand sources that things may not be as bad regarding Europe as we think.
I am not sure what took so long to put the HIV business on the back burner in these presentations but I am glad it has finally been done.
qwerty22 wrote: Seems to me they are re-emphasizing HIV NASH again (were they calling it "general and HIV NASH" before???). "Assessing EMA strategy" seems far more vague than their strat with the FDA, it doesn't even necessarily suggest there is a concrete interactive process going on with a defined targeted outcome (I feel much more confident that is what is happening with the FDA). My overactive imagination immediately went to a dual strat of targeting HIV NASH in Europe, to get the drug on the market in some form, bypassing whatever is troubling the EMA atm, and a general/HIV strat in the US. Seems fanciful though. Wouldn't stop expanding into general NASH in Europe at a later date.
I tend to think you put your lead program first. So putting a Ph1 ahead of a Ph3 says something about managements thinking. Again probably just emphasizes the importance of actually getting NASH started.
SPCEO1 wrote: Leading with oncology now.