My short list for news tomorrowHere's my bet at what they can tell us. This is my baseline. Maybe we get surprised.
1. They've hired new IR. May not be able to say who given employer, etc... Rough years experience and when they'll start.
2. Update on where 1a is (dose level moved to, # patients) and a much, much better idea when they think they'll likely finish and announce it (something like, we're doing final cohort and expect to be done and review data in 4 weeks, or maybe at XX level, need 2 more, then final cohort, etc..).
3. No patient vignettes, just a "it's going well, following our pre-clinical findings, we are happy..."
4. OK sales, nothing great, nothing bad, just steady and seeing increasing clinic visits. Europe slowly growing.
5. A bit about prep for 1b and how it will ramp up more clinics, more patients, ready to go fast.
6. Ongoing discussions with NASH possibilities. Further discussions in oncology but way too early and want to understand what we have first before doing anything. Interest high.
7. Will have KOLs on call for 1a findings, dig deeper. (my wish, could be too optimistic)
8. Talking with FDA on 1b design. May change.
9. Cash flow adequate to get through current trial plans.