Friday, May 24, 2019 2:32:20 AM
Innes might read the MB though I'd guess irregularly, and I'm quite sure he's not reading here to pass stuff on to Linda! So I just think that we're going to get what we're going to get and neither you nor I am sending messages to anybody at NWBO. To start with that seems to be a big difference between us in what we think is going on here.
So I just think that we're going to get whatever we're going to get and I would not want to even try to handicap that because I simply have no idea. I do pretty much assume that top-line data will come as soon as possible and probably early summer. It will help a lot imo if Linda gives a date or at least strong hint of that. Maybe the only other thing that could give longs anything solid to hold onto would be number of current survivors in the trial? Anyway where we also differ possibly is in how patient longs will be. Or maybe you are assuming no forward looking statement and then a long stretch of no further information. In that case maybe I'd also guess that the pps will get stressed, but still I think that most longs know that they have to take whatever they can get and will simply wait it out however long it takes. The short interests might try to smash the pps. if for no other reason, to the extent that there really are short interests who just want the company to fall into BK, they have motivation to force the pps so low that NONE of the warrants are in the money, not even those associated with Series A preferred, which are priced at .23. But I think that almost all current longs will be willing to hold on no matter how long it takes. JMO.
Prognostication layers guesses on top of guesses. Like what will Linda say at ASCO and then how long after that will it take to get any significant news. Too many possible different scenarios squared make me think it's now worth even trying to guess what ifs and where they would leave us in August or September or later. All I know for sure is that I'm not going to throw in my cards, at this point I'm going to continue to call no matter how long it takes. And I think I'll get some level of solid encouragement at ASCO, and I think I'll get topline data sometime this summer. All guesses, of course.
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