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Thursday, 06/18/2020 2:07:23 PM

Thursday, June 18, 2020 2:07:23 PM

Post# of 725927
I see people saying the 10-Q is being held up to also state we have data lock. Some have gone as far as believing a partnership will be announced as well. I recognize there is a cost for each PR, but each of these events should be considered a positive, why would a company want to group the positives into a single release.

Is it really worth the savings of a few thousand to be subjected to the criticism for each day the quarterly filing is later. Perhaps that's the choice they're making, but to me it's false economy when it's clear that the stock price is being held down by the lack of this news.

As for the idea of a partnership now, I don't believe any company would pay the sort of money LP would want to partner before being able to see the data. That said, if the company under confidentiality could look at the data being gathered, even under a soft lock, anything is possible. While I still believe a higher priced offer is far more justified after TLD has been announced, no telling what may be happening if the company is negotiating with one, or more, potential BP partners. I know everyone seems to believe Merck has the inside track, and they certainly appear to, but I still don't believe they have a lock, and we just might be surprised when a partnership is finally announced.

Gary
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