thoughts on the company call
Since they cannot release new info that is not publicly available, I was not expecting NEW information. Personally I was listening for nuances in wording.
Overall, they are not promising anything big for partnerships for a year or two so that is unfortunate. But, given RDW history, he may be avoiding promising something until more concrete.
They didn't not elaborate on where money would come from.
They did mention enough new information about plans for phase 1a for GBM (maybe NSLC but didn't hear that for sure), this year. Which require money. Not massive amounts that a phase 2 would but some. The fact that they are talking 1a plans for this year makes me hope that they have ideas for new money.
But that is me being wishful I'm sure. Management has a history of just doing PP after PP after PP. I have trouble seeing people continuing to support those that well given that most of the PP's from past year did not go well so far.