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Yep ALL indications from the beginning has always pointed towards success.
To view it simply. It either works or it doesn’t.
Everything says it does. And it seems like it works for much more than we know.
A drug just doesn’t stop working because it’s a new trial. We’ve already succeeded here.
I have little doubts. Avatar will be a success.
Our safety profile will get us to the finish line sooner than expected. IMO
I’m almost there but am willing to give him some more time before asking for his head. Don’t think it will happen even if we all wanted it.
I still think he has a bigger vision that we are not seeing. Only dots a plenty.
Would have been nice if Missling told us that the start of our other trials were dependent on Avatar data. Of course I’m assuming that this is the case given the situation.
Pretty crappy that he set so many timeline expectations which are all in question now.
February is not year end. Data next week to save some credibility.
Fully agree. Avatar will be the launch pad.
Dose dependent improvements
MOA on solid ground
We will be revalued afterwards.
Why wait? He could have 2 catalysts instead of one by not waiting.
Good results and then ...
Hopefully Missling is watching this and saying, who give a sht.
He’s excited!
Cascade of positive events on the way.
Well said. All Missling has ever done was win.
Building our pipe from just Alz to everything under the sun
Patenting and protecting everything and their mother
Hiring the best around. We go for Rett. Hire the guy who literally wrote the book
Use the best science and tech available. Don’t make a move until you understand every angle
Make everyone else pay for our sht
Go international if fda doesn’t want to deal. And then hire fda guys when they want to deal.
We owe no one. And don’t bow to Wall Street. No debt is nuts.
Proving science step by step. Methodically. Meticulously. Leaving nothing to chance. Every move data driven
Bigger and better conferences. HC to Leerink to JPM
They're planning a basket trial only on safety and preclinical work.
And we all can go on and on about what this guy is building and how he’s doing it.
This guy is a beast!
Anyone know of a company with a potentially pivotal Alz readout before ours?
Any buzz or hint of possible success could trigger some fomo.
Be nice to have that PDD peer review sooner. But getting it around May wouldn’t be the worst thing since it could help create buzz around our Alz readout considering the correlation seen.
Agreed. Especially since these PDD results have never been seen before.
Maybe Avatar together with the PDD OLE will be strong enough to make something happen.
What? Who knows but it seems that future trials are being held up and looking for definitive direction.
Data dependent
Agreed and you’ve been saying this for some time. There’s definitely a lot of planning behind the scenes.
They didn’t just pop out the quasi basket out of thin air.
He also reiterated the dose dependent improvements seen.
Not sure he would do that if he knew our Avatar data was contradictory.
Can’t say he doesn’t know our data by now.
Yep. And he still compared us to acad.
Not sure. But a scheduling change could have been made. Companies were presenting all of those days.
Can we do it on Thursday instead? Seems like an easy enough question and request.
I believe they are both virtual so he can do both.
Release PR, do the JPM then do the HC or vice versa.
Dream? Maybe. Maybe not.
Ha. Please explain.
You can’t snub HC by giving them old info and then dropping it at JPM.
You don’t want to present it early at HC and not make a big splash at JPM.
This works! All would be forgiven for missed timelines if he pulls this off.
This gift has been staring him in the face for months. Perfect set up!
Ok. Wild speculation, hope and fairy dust time.
Missling will PR data in the morning and release the HC presentation as well.
He couldn’t release it before because it contained new info. HC was from the 10th -13th and we still haven’t seen or heard about it.
What a great confluence of events. You couldn’t write a better situation. Right time, right place, right audience, right data.
Pretty please!!!
Data, whether good, mediocre or bad should be released before any relationships develop. Transparency is very important especially in the beginning.
Let's say some one on one meetings are scheduled in the days or weeks after the JPM. Then Missling drops data in Feb.
Good or bad, this information would have greatly affected the conversation and direction of the meeting.
Dude, why'd you waste my time. We could have talked about this before. I already pitched ideas to ....
It seems that it would cause unnecessarily awkward conversations.
Of course, it's a different story IF he really just didn't have them.
Still awkward though.
Data is coming. I can't tell you if they're good or bad. Sign an NDA? What? That's just weird, we're just having an initial meeting. You'll just have to wait and see. Meeting ends. Man, that was weird.
Coverage by bigger and better analysts will be a big driver along with heavier institutional accumulation.
Hope to get some Alz buzz as well once our trial finishes in May I believe. FOMO and MOMO may kick in a little depending.
Trial initiations may provide a small bump as well. I don't expect the same magnitude of a pullback we saw over the Summer this time.
I haven't decided if I'm going to take profit on a major run yet. TBD
Definitely a mistake not to on the first run to $30
Hopefully we’ve been underestimating their interactions with the TGA.
Did today’s PR and conference call seem out of character?
A CC for a safety trial? And a PR on a Monday?
Trying to start early buzz, appetizer?
I guess it shows that we really are a platform and have more than 1 drug.
Why else
Hopefully a date change and a check mark is not all we’re getting at these conferences
On our site, it seems like we can listen to the audio of the JPM.
Would Missling fire his one shot today with nothing left in the chamber for this week?
Any idea when the HC presentation is happening?
Thanks. Much appreciated.
Missling is building a company that will be a CNS leader for decades to come.
With the powerful 3-71 on deck, why would we forge ahead with 2-73 if there was a hint of failure.
Why pile up the patents/IP in so many different indications? Because he knows 2-73 works and will lead for the first 10+ years while bringing up big brother so they can lead together for the next 10+ years.
Any CEO would shelve 2-73 if there were doubts, not pump more and more resources into it. They could have moved 3-71 up at the same time or at a slower pace in tandem, but went full steam ahead with 2-73. That tells me a lot.
Exciting times ahead. Snowball is getting bigger.
I can’t imagine what Missling would say tomorrow during the HC presentation when asked.
The results will come any day?
They are imminent?
1st quarter?
Next couple of weeks?
We are putting on the finishing touches?
And then drop them the next day or two.
HC may feel a little slighted.
The only way we don’t get the data is if he just doesn’t have it yet.
Otherwise we get it!
It would be plain old stupid to hold it.
Right. It would be a missed opportunity, but it doesn’t really matter.
IF we get dose dependent improvements.
That’s all I want!!
Wow. Thanks.
I didn’t remember that.
Blurb from 2021.
The J.P. Morgan Healthcare Conference
is going virtual in 2021. The conference, which attracts upward of 20,000 people, is one of the biggest biotech deal-making events. It’s considered an essential event for industry executives, bankers, analysts, and private and public investors.
The event has been referred to as the healthcare Hunger Games.
There are about 500 companies presenting. We need news to entice people to listen to us.
Attendees need a game plan to navigate. They need to know who they want to see and why.
Please Missling. Don’t F this up!!
It’s pretty impressive that we are on JPMs radar.
I guess good science and leadership is a good reason to get noticed. Still can’t believe we have no debt. Pretty nuts.
We will definitely be a target after this. Good or bad. If Missling says we are open to partnerships for Alz which he should and probably will. People may start lining up to do some heavy dd on us.
Better get a fresh haircut. Hopefully some great connections and one on one meetings.
JPM is a good reason for changing old practices. Also, eyes will not be looking at us if they don’t have a reason.
I don’t think we want companies saying. Wasn’t that company at the conference? What was the name of that little company again?
Investors getting in after Avatar, even if we double, will still be getting in on the ground floor. They will be getting in for our platform, rare disease franchise and everything else we have which is a ton.
Avatar, if good will de-risk to a point where any investor/partner will be comfortable.
Although we have many near term catalysts, I hope Missling gives more attention to our Alz trial during his presentations.
Highlight our platform, emphasize our PDD and our correlation with Alzheimers.
Of course in addition to our Rett results helping to prove our MOA.
Being seen as a credible Alz treatment will make a splash.
Would we show up to JPM with bad results just to get embarrassed? No
Would we get a decent audience with so many presenters there? Definitely not, with no new information. It would have zero impact. How can we attract listeners, partners, and investors? Hmmm
Would we go if we didn’t beat Acadia after calling them out while they present on the same day? Don’t think so.
Do you give promotions because the trial did not meet expectations causing more delays? Probably not.
Even though HC has a smaller, less prestigious audience, they still have covered us well with a high price target. Should we present less than stellar results just to get a downgrade? Don’t think so.
Do we show up to these conferences so they can ask us about our delay and why we didn’t keep our timelines? No. This would make Missling give another timeline that he may miss, and it would be even more meaningless since he is becoming the boy who cried wolf.
You got invited to hang out with the big boys, you need to show them you belong.
Guess Missling is super tight lipped. No leaks, no expectations or anticipation.
Wondering if they are waiting to apply for something with PDD as well.
Would make for a better submission. We had unprecedented results.
I don’t think that’s enough to satisfy Reg FD
I’m guessing it will be there sometime on Monday after the presentation.
I thought it was live last time. It is strange that they didn’t specify a time, but it probably doesn’t matter anyway since they can’t present new info without PRing it first.
Who knows. They may release all the Monday presentations at once when they are all finished.
I’m also assuming that no PR on Monday morning will mean we are not getting it next week. Don’t know how much more they can spit shine the current presentation without new stuff.
Such a strange time to announce these promotions if they’re weren’t connected to milestones.
If the results were not good, this would be incredibly misleading since it hints at success.
These promotions no doubt come with salary increases as well. Let’s give these guys raises and promotions even though this trial flopped. Don’t think so.
Anything other than dose dependent improvements above and beyond the US Rett trial could be seen as a setback/failure since this is what is expected.
It would also cause significant delays and FUD since precise dosing would come into question. Then they need to find out why.
Thanks. And if we get the priority review voucher, it could save us 6 months.
No telling if Missling will use it or sell it. Hopefully by that time we won’t need the money.
I’m not talking about the full OLE data. I’m talking about knowing how the patient is doing in the interim.
So, you’re telling me that the company would know nothing about a patient’s progress after being in an OLE for over a year while waiting for the trial to complete.
If you have a reference outlining what the protocols are during an OLE and what OLE data the sponsor is privy too while a trial is going on, I’d definitely like to see it.