scarlet1967 wrote:
Below is his questions re NASH, did he asked anything about the protocol itself? No
Did he asked any questions re sales? No
So the analyst isn’t interested to understand the prospects of NASH or sales going forward? He isn’t Intrested in oncology!
All he was asking about was related to funding the protocol, partnership etc.
Then we have another analyst who hasn’t acknowledged they have started the oncology trial.
This is what happens when you put all your efforts to support the valuation by the help of these journalists.
“Hi, good morning guys. So I wanted to understand, so I know that we just got the protocol now approved, I guess, officially, but we've known since roughly almost a year ago now that you were not going to be allowed or the agency was not going to be receptive to you looking at only NASH patients that had HIV. So I'm just trying to understand now that you're -- now that you're deciding to partner and your cash balance is what it is, which is going to drive the decision, but we already kind of knew what your cash balance was then too, so just what's changed between since last year and now with regards to your decision to look for a partner for the Phase 3 NASH?
Thanks, that was helpful. And I guess the second part to that is just with regards to the modeling this. I mean, obviously this could go -- this can take many different forms as you mentioned. But of the six Phase 3, six companies running Phase 3 right now for NASH they're all in this alone. And just wanted to know on that side, have you already guys have -- have you already had people having accessed the data on a confidential basis showing interest or is this kind of an effort that's now that you have a busy [ph] guy on Board, is this something that's just now starting new from scratch?”