From my discussion with IR today, it seems the Mexico site is to get a more culturally diverse patient set. Also it seems as if NIH is ready to go with BET, but they have to wait for the go ahead from the FDA who is insanely overwhelmed with the amount of trials they have. Naturally politics are at play here some of the bigger names get first licks...
They stressed that it is extremely validating that Lenz was chosen for the BET trial. Over hundreds of drugs were screened for this trial and they were one the few selected... Something to keep in mind
Management has spoken to 36 sell side analysts over the past month.. so defiantly a lot of interest from that end as well.
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