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Wednesday, April 12, 2017 4:15:03 PM
My personal hope is that they missed (speculation based on the timelines in the deck) adjunct enrollment timelines because they chose to focus on mono enrollment, realizing that strong safety data from mono is needed anyway and would be excellent piggyback news to go with adjunct enrollment or endpoints. Otherwise, you have (presumably) solid adjunct data, and then have to wait months at a minimum to really go forward while you wait for safety data. That would seem weak strategically, when the stock clearly needs strong, and likely fast, price appreciation to get off of the OTC.
Strong mono enrollment numbers and strong progress on adjunct would be a great combo, and I believe that it would make for a very nice Wednesday morning next week. That said, I'm similarly bracing myself to hear more of the same. Time will tell.
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