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Re: Saltz post# 47077

Sunday, 10/13/2019 8:10:24 PM

Sunday, October 13, 2019 8:10:24 PM

Post# of 232961
Good points. I’m cooling my jets until EOY - hoping and expecting we’re in a different place financially by then. It must be cancer data he’s waiting for. The path to BLA completion is so clear that I can’t imagine a potential partner discounting that too much (I could be wrong). But clinical cancer data would be a game changer in my opinion. So maybe that’s the plan, and we look back on what a brilliant plan it all was.

But if we roll into 2020 still scraping for pennies, SP in the sub .50 and nothing concrete in hand, my patience will be done. This asset is too good, the deal backdrop has been too fertile and he’s promised the shareholders a deal for too long by that point. I sure as hell hope we’re not having this same conversation in Jan of next year - but if I said it would shock me I’d be lying.

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