Very interesting to listen to this annual meeting replay, as I was busy during the live version and only heard it just now (other than the presentation of the warrant dividend proposal).
Yes, it is available to the public now, and not just to shareholders (like me).
Lots of things to digest.
Yes, people asked some tough questions that are rehashed here all the time:
The funding question
A - no guarantees in life, but we've been successful in the past. Diwan says he's a survivor, and been burned with funding before, yet still able to survive somehow
The Theracour question
A - "standard" practice for licensing and royalties, but shareholder insisted it was a "messy" situation that she'd like to see fixed; Q about merging - and Diwan saying essentially that NNVC can't afford to buy me out right now!
The "if your technology is so great, why isn't BP interested" Q
A - BP is watching NNVC, but the model now is to de-risk by BP and have other companies bear the risk until Phase IIA is completed, so NNVC will have to wait. NNVC may be able to go it alone if BP license isn't forthcoming. NNVC is beyond VC stage.
The timeline question
A - no guarantees, but expect Moffat lab results on shingles candidate 2017Q1; interesting to hear again and again that NNVC is helping to guide the assays done at these sites, as NNVC's drugs work outside the cell, whereas standard models and drugs work inside cells. Q about the model - It may not be a good model for shingles via drugs that work outside of cells, but it's the best/only model they have; Interesting to hear that the lack of good animal models is a factor in reducing the amount of work needed to get to IND - as there are no animal experiments to run!
The what's going on with Wisconsin and Pittsburgh? question
A - nothing; will pursue after shingles work
The will you have to start over again with FluCide question
A - surprisingly, the answer was no, they've already selected a candidate - seemed to contradict previous statements;
and management went over these answers and others that people have asked (but did not explicitly ask in person at the meeting) such as "what the hell is taking you so long" question! - and answered with a long history of how far they've come ...
Interesting to hear about FV-100/valnivudine (nucleoside analog with high affinity for shingles/VZV) and ContraVir's (CTRV) Phase III trial to treat post herpetic neuralgia pain plus the history of BMS $2.5B purchase OF INHX and dumping after Phase II "failure" vs. valcyclovir (first to SGYP). NNVC will be treating the acute stage / zoster pain in the hopes of quicker trials - similar to INHX Phase II.
Well worth a listen for shareholders and gawkers alike.
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