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Re: Grip it and Sip It post# 46662

Monday, 09/30/2019 5:11:13 PM

Monday, September 30, 2019 5:11:13 PM

Post# of 232961
I can't remember when I quoted NP by memory about revenue in 2021,
but I wrote he slipped this somehow. It was a ProactiveVideo.

Now Samsung Biologics will deliver new product in mid 2021?
(Is that correct? AFAIK it was asked again and sort of confirmed)

But NP also talked about ordering new product. But well, this can't happen if Samsung is ready for mid 2021. Or they have their old supplier still.
New CMC must also been FDA approved AFAIK, but that should not be the big issue.

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So Combo BLA completion around end of 2019 if FDA and the gods will (safety data + this stability data).
Combo BTD timeline IMHO has already slipped, when I remember right - but heck, I am wrong often as well.
Did they apply for BTD when they asked for the cancer FTD (got) and ODD (rejected)?

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New Mono trial is pushed back, FDA changing protocol.

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Again, thanks for the caller's question, where NP reconfirmed that the licensing deal is still going.
Yes, NP mumbled about 'top secret' based on furthered talks/negotiations.

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No BLA financing secured update?

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Grip, we will see how market reacts.
I am surprised they made a CC in the first place,
as it didn't give new information after the SH meeting AFAIK.

Please correct.
(Thank you @neverendingwait)

Not interested in a diving SP. Waiting for 45c strike and 50c conversion price (?) to become a new support range.
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