Thursday, March 05, 2020 5:57:03 PM
I've not personally attended, but know people who have in another company, and they generally found the opportunity to speak with key people in the company, both before and after, was more informative than anything that was said during the formal meeting.
While I doubt if the company will webcast the meeting, I would hope they do something I've seen from other companies once more information is available from the trial. Namely, host a Science Day. This is generally a one to two hour webcast where investors hear from the scientists doing the work, and typically Analysts are given the opportunity of asking questions. Clearly such a presentation needs to provide more than will be found in top line data, but substantially less than what will be presented at a technical conference, like ASCO, for peer review. Ideally it would also include new information about DCVax-Direct as well.
I would hope that by the time of the Annual Meeting a successful treatment protocol for coronavirus will be available. If they can reduce the mortality rate to something close to the .1% if flu, people won't fear it the way it's feared today. I've heard Govt. sources are saying it may be 1%, but the data coming in from elsewhere is substantially higher. Ultimately I believe most people die of pneumonia, which is the case for many diseases where that's the killer after the disease weakens the patients ability to fight it. If a product is beneficial in pneumonia, it will apply to far more than coronavirus.
Gary
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