RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Weekly Report CardI hope it plays out just as you have laid it out here:
jfm1330 wrote: It is clear to me that the option of going for it alone is still the most likely option for the company, so to hold a KOL presentation on NASH makes sense. Also, even if they really want to partner, it is a good thing to keep the "alone" option clearly on the table. They will not give the NASH program for almost nothing. Also, as I said before, all this partnering thing is real, but at the same time it's a tactical way to gain time, waiting for the oncology results to come in. Add to that the ATM and you see that Levesque is giving himself as much tools as he can with all possibilities open. That being said, I still think that plan A is great results in oncology, sharp rise in the SP, raising money through the ATM, and going for it alone in NASH and assess the situation after 400 patients. That being said, I think they already know how things are shaping up in oncology. If it works, they should already see signs of efficacy.