Friday, May 31, 2019 4:22:07 AM
However, with Dave Innes aboard, I think LP realizes that she can no longer continue to undeliver in terms of transparency and to hell with the share price.
I do think we will get an update on DCVAX L, however, it will be rather disappointing.
On SAPs I think MB will have to say something. It will definitely come up. The status will be disappointing in that the SAPs are nearing completion and should be submitted "soon" unless something unforeseen should intervene. Disappointing
On data collection, it is complete but still resolving queries as this is a ginormous task. Disappointing.
Timeline to top line announcement? Cannot really give one as RA approvals are not within our control. But we are going as fast as our resources permit. As LP has said before, we have pedal to the metal. Disappointing.
Number of patients alive. Will probably skirt this and say that attrition rate has slowed somewhere below 2/month. No other particulars. Disappointing.
Will fill up time regurgitating past history, because little to divulge for D and L. Diversionary and disappointing.
The stock will be spanked hard come Monday. The shorts will have field day. And the longer it takes for top line to go unannounced, the lower the share price sinks. That means a probable delay in D trials(again)and contributes to accelerating fears of toxic financings at much lower pps and horrible dilution(again).
LP will wonder why the share price was spanked--"didn't we give an update on L as we promised? Gee, the investment community just does not understand what a ginormous task this whole thing is". It's been ginormous for years and this year's ASCO will come and go just the same. Disappointing.
Hopefully, after the share price gets caned, LP will realize that she must get top line announced relatively soon, otherwise the share price will bleed to even lower levels than before. NWBO will have dug themselves in a deep hole where with even splendid results the share price will find difficult to climb out of. Discouraging.
I hope management really understands this and sings a higher tune at this year's Industry theatre. Monday can either be grand or blue. JMHO.
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