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Monday, July 01, 2019 12:51:36 AM
Having said that there are many other hints on why I think there will be good results for the pancreatic cancer data:
1.) The company filed a $200 million shelf offering and hasn't diluted yet. If it goes all the way near results and the company still hasn't raised cash yet, that leads me to believe that the data is going to blow our minds in a good way. Of course this could change before data but we shall see.
2.) It's being presented at a Plenary session - Plenary session is the opening of the conference where everyone gathers in one big room before broken down into other small rooms. I don't think they would present bad data in front of the entire conference.
3.)As many have suggested like you have rwwest, the CEO laid out that quote you posted from March 28, 2019. In addition, many point to the SACHS video where he is smirking saying he is excited to show pancreatic cancer data.
4.) Conference on data that Monday after conference. I doubt that they would rehash failed/bad clinical data again on Monday July 22, 2019.
5.) The company let the data mature, but they wanted to rush the data out the door at ASCO at a much earlier time point. If the data was bad they wouldn't have rushed to release it at ASCO a few months ago. More specifically, if the data was rotten/bad the company could have just released a PR they didn't/wouldn't need to present it at ASCO or AACR.
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