RE:RE:RE:RE:Thoughts on AACR Posters -- overall, very good DELTAs.I would say yes, but not super detail, and in a general way as far as laying out commercial priorities and strategies. They have in the past when they did deep dive pipeline science days -- that got in to super detail. I'm not asking for that, just further clarity on some of the qwerty questions and mine.
--The poster has conclusions and they have so far only stated those conclusions in their releases. Now, go a bit further -- what key points on that poster do you want your investors to really think about, show us how that works in the charts -- explain a bit on what they mean and answer what it shows about TH1902 standalone as well as the combo --qwerty's question on it seemingly not working after 2 mini-doses, etc... Tell us what those experiement are supposed to show and not show and what the charts show happening and their theory why? Those should be answerable and would help.
But the most important after giving investors a sense of the science they learned on this poster would be what's your corporate strategy on this given your existing limitations --- the type of people who'd be iinterested in these findings, rough timelines you have, is it dependent or independent of having to start enrollment back up, etc... They should want investors to have some understanding on this once they come up with their own conclusions around it. I don't know when that could be, but you'd think they'd have a bit of it fleshed out. Time is of the essence for then on Sort1, so they ought to be moving rapidly and fielding any level of interest the poster brought, if any.