RE:Share price will not move upI think its fair to say (and IR should remind mgmt) that CEO specifically said he would have a trial update prior to year end. He needs to stick to that regardless of whether they have sufficient RECIST data for a P2. He needs to discus what you say below and just dispelling the uncertainty should help quite a bit.
They may be able to line it up nicely. Year end bailing, tax loss harvesting, all that year end shifting is usually over by Christmas. CEO should schedule an update sometime between now and the quietness of the holidays to uphold his statement.
I had a list of 10 things to check-off in the P1b trial path that was similar to your views below. I see no reason why they can discuss generalized data points on % enrollment, how many centers, which cancers, length of longest, avg patient days in therapy, how happy they are with data seen thus far, if it's answering issues they want answered, etc... They can say an awful lot without needing to tell us OPP/PR/CR, scan data, SAEs, etc... Just give a transparent description of where, after 6 months, the trial is at and confirm timeline again. If longer, explain in detail why, if on course, explain detail why. Simple to get confidence back in this dog if they would care to. Don't make us feel like the chumps for the holidays! Give us a stocking stuffer at least, man....
Joemare wrote: Unitl executive leadership will have shown us they can operate a P.1 trial successfully. And that starts with being able to convince principal investigators to recruit patients. For I, patient accrual is now the next huge target. Are they at 20% of target? 50% of target 75% of target.....etc....they need to communicate this info as I think that at this point it's material enough.