Regarding the transcript…lots of good & great stuffRegarding the transcript, FYI, it worth a listen & can also be found on Onc web site.
regarding the yahoo board.
that site is extremely biased, towards the negative.
Many times I have been prohibited from posting, or my posts just disappear.
All the while the moderator allows the backbiting, name calling & general gibberish.
All known as Ad Hominem attacks.
Regretably that site has been reduced, to grade school level ...wall writing.
Any posts of substance ( technical discussions re Pelareorep & opportunities), are avoided.
That, said, imho the Q1 cc, was informative, upbeat & has gained more attention than the other last 3 combined.
RBC still has a $6 target , with $18 upside....assuming more data, or partnership.
Translated....after ASCO , & assuming phase 3 plans are put in place, they will be increasing their SP targets.
They are the most conservative.
It will be interesting to see what the two newest analysts come out with, as a new SP target?
I agree 100% with the expectations of a buyout price. Being $2billion +.
The analysts don't discuss " take over or buyouts"
They only use projections of potential product sales, discounted for risk & time from actual market.
The next " event" will be pre- publication of the ASCO abstract poster. That is 25th of this month.
followed by a flurry of activity.
The oral ASCO presentation, followed by a KOL presentation, a day or so later.
exciting times ahead....it certainly has been a long wait.