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Sunday, March 20, 2016 12:06:06 AM
I expect most news will come after the investigation results are shared and Mr. Woodford gives his input. The conference at the end of the month should give some updates about progress towards Direct Phase 2 launch and perhaps discussion about trial sites and endpoints if there are any expected changes. Phase 1 data may not be shared unless they think the timing is right with regard to their plans to have a peer reviewed article published. That should be done by now and they have hinted that the maturing data is encouraging. They may also be using their time advantage in their trials to match expected automation improvements to expected start of a confirmation trial for Direct. If everything really hinges on manufacturing then investors will be strung out for a while longer while capacity and automation are being worked on. In the mean time we wait for regulators to comment on L.
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