Monday, November 09, 2020 12:26:23 PM
Below are my notes from discussion with Les Goldman this morning. I think this should clear up some questions around how they will PR the data and timelines.
1. He referred to Smith’s recent article and noted that it offered more information then he was at liberty to say at the moment.
2. Warrants could get pushed out further
3. Will publish results in a Journal vs. a PR (in the context of this question it was noted warrants could get pushed out further)
4. Made it clear warrants were pushed out further for purposes of stopping the short sellers from getting additional shares.
5. Noted the company is still "mostly" blinded and made it a point to note the company is currently unaware of the trial failing
6. Pointed out the EU endpoint updates on the clinical site and it appears the company was surprised the clinical sites were updated.
7. Company is in a quiet period. When asking if a PR would be expected in near future it didn’t seem like we should expect to hear anything soon. Noted they will not rush reporting results of a 14 year trial they worked extremely hard on. Also, noted they want to do things right and is what is best for investors.
8. No partnerships with big pharma will occur until the results are published. He noted they have not spent the last 14 years to sellout and wouldn’t be fair to retail investors. Noted they have received small offers in the past.
9. Statisticians are still working on the data
10. Noted SITC and SNO were just placeholders and there are more placeholders if you look further down the road.
Overall, this cleared up some key items for me that so many on this board seem to speculated about. I have provided all my notes from the call and don't have any additional information.
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