PresentationUpbeat and cautious. In-licencing for the USA (would be smart thing to do).?Phase IA/1B - well explained. IB is critical to see some efficacy in at least one cancer type. End of 1st quarter --so, their quarter or calendar quarter? Accrual will be completed or data will be presented then? I think they need to cough up the number of patients recruited - it will guide us to what we should expect with regards to upcoming data. NASH - He needs to close a deal and hopefully by year-end it will be done, if not, openly say that it's a lost cause......
So, not a bad presentation, but nothing new to report.