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Thursday, May 07, 2015 8:17:15 PM
I'll have to listen myself of course.
The Phase 3 delay news is no shocker.
NWBO investors reacted badly to the initial talk of a Phase 3 expansion earlier this year because we were sure it would cause another delay.
NWBO management hastened to assure us that they were adding only trial sites not patients with the implication that this would be duration neutral or even speed things up.
Then it turns out we were right regardless: it will be an unwanted delay.
No news on HE and none on Direct except of course that they're adding self-imposed steps like an independent review to make release of the data take even longer.
With the exception that we can already manufacture for thousands of patients, right now, there seems little good news that came out of this.
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