...that the powers that be will soon run out of ways to keep this play out of the limelight, and off the radar of your average retail investor (you know... those heathens that only seem to distract and annoy).. Example. the bottom of the barrel OTC, no news feed option, is closing in a few weeks. It needs to trade in the US somehow...given more (and soon to be even more) share placements there via AGP. Will their clients really be satisfied with illiquid, non-analyst supported work-arounds?
Go-forward drivers that will be hard to ignore:
1. A likely increase in enrollment (which will have to be reported). With likely 200 of 329 now fully enrolled = 61% (329 = 179 Euphrates+ 150 Tigris). Will it finish early given open label and reportedly very good Tigris results thusfar? Does a confirmatory Trial really require 100% enrollment? NO ! If it's open label, it's more likely a function of results...especailly if the mortality benefit within the Tigris group exceeds say 20%. At some point it's either a Doc's decision or a math dictated outcome.
2. New and additonal Real World Evidence for PMX including for many other uses / problems besides Septic Shock.
3. Additional proof that PMX may have a key role to play in treating hospitalzed Covid patients (inflammatory response and AKI). See Ronco (arguably the world's leading expert on hemoperfusion and AKI) et al.
4. US institutions/ investors who have expectations and finite holding periods (especially those participating in the latest bought deal)
5. more DIMI and SAMI tire kicking by DaVita and others (as was reported here from another board)...as the world figures out just how best to address the need for more Home Dialysis in order to provide better outcomes, provide for more Covid safety, and to lower insurance costs vs in clinic based/more traditional dialysis treatments
6. Mounting evidence that the EAA >.9 group may not have shown a benefit due to a dosing (filter capacity, & no. of filter) problem, not necessarily that they were too sick. Apparently Tigris will shed some more light on this as well as ongoing studies.
7. Add your other favourite eventual drivers of the true valuation coming out, here _______________________________________________________