Unaswered Questions During the Q&A
After listening to the conf.call I came away with the same take following the QandA as this ymb post. I was especially startled by the clumsiness with which the question regarding whether patients could switch medications was handled and the abruptness by the TRCA mgmt member when he cut off the guy struggling with the answer. For those of you that listened, what is your take on this, tia
UNANSWERED Questions fm CC
by: hardknox49
Long-Term Sentiment: Strong Buy 05/09/06 05:23 pm
Msg: 93809 of 93811
Here's a list of the Questions they did NOT answer when asked...please correct my notes if needed but that was worse than their last CC and one of the worst I've ever heard. Scientists should not be given a microphone...EVER!
1. Tom Schrader/Harris Nesbit wanted to know more about the 300 Identified patients...were they new or previously ID'd.
2. Chris Raynard(sp)/Robert Baird wanted an update on phase 3b for the expected enrollment and a timeline to which they replied "Things are fine and we're not prepared for specifics" and would not provide any update until 2Q.
3. Matt Osborne/Lazard asked them address 1)Off label uses and Rx and got no reply...2)Were there any promotions or free drugs to which they made him ask what did he mean and stated they did not "give any free drugs at the start of the launch" at which point that TRCA speaker was immediately interupted by another mgmt member who went off the subject!...3)What was the # of patients on at the end of the qtr and are there any paying customers yet. They stated that no enrolled patients have rolled over to paying customers.
4. SG Cowen rep asked how many committed of the 300 ID'd patients and could they switch medications midstream during treatment. This was amazing as there was literally 5 seconds of "Ah, Uh, Ah, Duh..." before someone cut off the stammerer and said and I quote " there are no guarentees" ... whatever that meant.
