One day I fully expect to awaken and find that my portfolio has doubled or better in value. Typically I don't get up until at least 7:30 here in California, so the market's been open an hour or more before I check on it. Once the trial is unblinded and top line results are revealed I wouldn't be surprised to see a price that's over $1, over four times where we are today. This could come in stages, they could tell us it's being unblinded and top line will be coming in approximately xx days, but I suspect it will all come at one time. Who knows, it might be at SNO.
I'll certainly admit that I had thought the full data would be presented at SNO, but at this point I don't believe it's possible. That brings up the question of, if they do reveal top line data soon, when should all the data be presented. In reality, while ASCO's not until late May or early June, Abstracts for it are due in February, as I remember it. Certainly, the company can say something more in other opportunities, but they cannot provide a complete set of the data if they want to present it at ASCO as they won't accept Abstracts or presentations that have been delivered elsewhere. I hope they'll not wait for ASCO, but I suspect they will wait and until then, we'll be hanging on for the tidbits they're willing to give us beyond what's in the top line results.
Of course nothing would prevent either partnership or submission of a BLA during this period, and they of course would be announced, but the data would largely be withheld, if not included in the top line data.
Gary
