RE:RE:My short list for news tomorrowTH trying real hard to get people to listen into their call???? What??? Putting it on the top of the home page??? Encouraging questions from participants via a video on LinkIn???
Clearly, this is a different approach than has been utilized in the past. And it suggests that they may have something good to share tomorrow. Why change so many of the old, very substandard ways of doing these things unless you had something worthwhile to share? I am taking this as an encouraging sign. It may only be in response to the justified criticism they have received for being so bad at building anticipation for announcements and having little shareholder engagement and, if that is all it is, I am still very happy to see these changes. But I hope it is also tied into good news they hope to share tomorrow.
scarlet1967 wrote: They put a post on LinkedIn re how to ask questions I hope the answers are direct and to the point.
Wino115 wrote: Here'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.