catalystsSo the new article suggests BTD now q2. How frustrating.
So what happens with share price for the time being.
Factors
- most of us don't have that much extra cash to buy anymore than we have already so there is not likely going to be a rise from that buying
- there is thought to be another PP going on so I guess the price could bump if that is a good PP. Personally the only way I see that helping is if the PP is unexpectedly successful with a good cash raise. The only way I see that happening is if RDW has a big new buyer who is interested in getting in at a good time point. He could just invite them via the PP to join. Legal. I have no objection if it gives more runway.
- there is not a massive amount of selling at the moment so my hunch is everyone who was going to sell has sold so not sure that will push price down that much by itself (but it is TLT so could be wrong :)
Clinical factors
- GBM progress not happening with so little money. Perhaps they will announce some GBM things like a PI or MAB for that topic. Small things that make it sound like progress.
- they have done a PR run off the Jan 15 data update so the next patient updates would be CRs on the 4 patients pending for 90 days
- or could get some of the 540 day data and release it as a way of showing durable response update.
- There are 2 imminent CRs at 450 but I don't think they are going to be at 450 for a few months.
BTD factors
- maybe they get the missing BTD data faster than expected (hah) and then surprise us all with a BTD update before June (end of q2).
All in all, it feels like there is not much excitement to shift stock price for now.
Anyone else think of anything?