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Sunday, March 08, 2020 9:42:00 AM
IMHO, NWBO put itself in this box. With apologies to my friend Longfellow, NWBO has no viable option but to deliver on its PR, lest credibility is completely destroyed. We all know--management, investors, patients, physicians and Wall Street---what interesting really means. It has to be at least significantly tied to TLD if not an unblinding. IMHO, LP can't stand up at the ASM and essentially say....we can't say anything about TLD, stay tuned, but here is a little tidbit that should tide you over until we can talk about TLD blah, blah, blah. I just can't imagine LP setting herself up for this. Why then voluntarily issue such a PR? It does not make any sense. I can't imagine Dave Innes agreeing to let a PR like this go out without any thought for the obvious consequences and then back-pedal. This would be an IR nightmare. Plain common-sense would argue against it. I know there are two versions but I choose to believe Kabu-san's report. It just makes sense.
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