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Re: iwasadiver post# 265647

Wednesday, 02/19/2020 12:19:56 AM

Wednesday, February 19, 2020 12:19:56 AM

Post# of 700219
Thanks for the post iwasadiver. I don’t usually like to speculate either, but it’s interesting to hear your thoughts. I was expecting a shareholder meeting notification sometime this week, but thought it would be scheduled in early March. So reading that the meeting won’t be held until April 18th, and that they expect it to be “interesting” is definitely intriguing. So why wait, right? I kind of doubt that it has anything to do with the timing of the 10-K. Not much to really discuss about the financials. I’m also not so sure that they would reveal a more definitive timeline unless it had been revealed already in a public release.

It sounds to me like they will have something to talk about, and the only thing I can come up with is data lock and topline. They may not know exactly how long it will take, but they seem to have been hinting that they know when it will be. So, by pushing the ASM out two months, they could announce one or both before the meeting. This would also nicely coincide with the late-breaking abstract deadline for ASCO on March 18th, and then full data revealed in a peer-reviewed setting at ASCO. This may just be wishful thinking, but I’ll throw it out there . .
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