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Thursday, September 01, 2022 2:01:19 PM
So red, my big question is does the company roll out 5 of the seven for the first 3 months ( September- November) and leave the big 2 for December. That being EXCELLENCE completion: Potentially pivotal Phase 2/3 pediatric RTT clinical trial and Alz TLR data which can be wrapped around the ctad conference November 29- December 2. Or get the Alz data out when they have it ready, maybe October/November.
Good question Blarcasamine, it could go either way. That will likely depend on when the data sets are ready for prime time.
I can't read Missling's mind (who can, lol).
However since you are asking for an opinion, I would not PR the 5 lesser items first as they would not get near as much traction as they would if PRed after the two major announcements IMHO. Those two major announcements would break the short blockade and bring in new retail and institutes that would influence the buying of the lesser but supportive news events seen for the first time; showing that the company has a major pipeline expansion 'in progress'. I think the wild card is the PDD/PD OLE data that Missling may already have in his pocket, or soon to be. If so, that PR could be placed for optimal influence and potential gains.
OTOH, If the company has the AD TLR data ready and submitted for the late-breaking submission into CTAD before or on September 30th, with the TLD results being presented at CTAD on November 29th, that will give time for the anticipated results to steadily move up the SP and to grow until November 29th. After the likely submission for the CTAD later this month it would allow the potentially pivotal Phase 2/3 pediatric RTT clinical trial PDD/PD OLE data (which IMO will be a major announcement if the improvements continue) and the other 3 lesser announcements to have the exposure to the wider market audience and have additional positive impact on the SP.
We will see soon, likely later this month (September is Finally here).
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