GNCA has lost 85% of its value since the unexpected 9/17 pivot to immuno-oncology H1/2019 is the expected time frame to read out Ph1 data from their lead neoantigen cancer vaccine. Q1/18 cash = $51.2mn and they are tapping their ATM. Runway extends into Q4/2019 Optimism revolves around the fact that their HSV vaccine reduced viral shedding despite not being marketable.