RE:Lowering expectations on efficacy???I just quickly re-listened to the relevant part about the preliminary efficacy and Paul noted that if they see it they will "tout it to Wall Street and our investors". No timing was mentioned on when they would tout it but I really do not think anything has changed on this front yet. Conceivably, the efficacy might not be seen until the last patient and they would need a few months to track that patient (and hopefully that patient would survice long enough to continue the cycles of treatment needed) and that might place any preliminary efficacy news until after year-end. But it was not clear and it was something he should have been trying to make clearer, not muddier.
Since the trial is clearly still ongoing based on his comments, the chances of an efficacy signal seem pretty high to me. And if they ahve already seen one or expect to see one, you know they will want to get all the info they can on it before touting it as they would not want to tout and then backtrack.
qwerty22 wrote: Not strong.
Also. He's clearly not prep'd to talk on market opportunity.