Post by
Wino115 on Apr 28, 2022 12:59pm
B&B Conf - more confidence in next path?
At this price, the question is do you think Paul is more confident in the primary endpoint variables for 1a given it is likely to conclude sometime in the next 4 weeks? My hope is that by next week and certainly the annual, while they may not have final data, they may be more confident to hint at the two endpoints --that 300mg appears to be the likely dosage for initial trials (which we basically know), and what safety signals and pharmaco-data they may have seen around the final 6 patients is trending in the right direction. I'm not talking full blown data release, which we know can't happen until the end, but confident views around what they do know within reason.
They must understand and relate the poor valuation of the company to the uncertainty --or as Qwerty rightly called it, the darkeness before the dawn -- and if they can shed any new light around new data-based elements it behooves them to do so and to start to get the market thinking more positively about their project. This valuation should be an embarrasment for them and if it doesn't change, I assume the annual meeting won't be quite so pleasant despite the fact they will get affirmation on all their votes. Let's see if we hear anything beyond what they said last quarter.