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Re: cowtown jay post# 37825

Thursday, 11/17/2022 12:22:02 PM

Thursday, November 17, 2022 12:22:02 PM

Post# of 42809
Pretty good presentation. It's good to have a ballpark estimate of Q1/2 for ACTIV-5 data. It's also good to think that we may have preliminary data from the PREACH-M trial this Quarter, with Q1 also a target for the study results. Good also to see the indication targets expanded, such as to include ulcerative colitis and others. In addition, I did not know of the dominant role Jefferies played in 12 of the 15 Priority Review Vouchers that have been granted, so that's encouraging.

I need to listen to the presentation again a few times. I was hoping to rewind the presentation, but removing the minute marker bar has made that impossible. Yes, it covered the disclaimer on previous presentations, so it was good that it was removed. But it is too useful to delete. Perhaps moving the disclaimer to the top of the page, and keeping the minute marker bar, would be better. The points I shared are based on my notes made during the presentation, and are less reliable without a review of the discussion. And I really want to listen again to the remarks made while slide 5 was being discussed. The subject started with noting our cash on hand.

Good job, Cam! Thank you.