Saturday, April 05, 2025 12:15:54 PM
"you don’t go to a large scientific conference or have kids hand out flyers and say I don’t know to every question."
Its funny, for years I've seen people defending ASCO, saying we need a booth at this major conference. Everything from size to location (across from merck) was analyzed in great detail. Every presentation was hyped as ground breaking. Who was speaking, length of speech, and when they were speaking was discussed ad nauseum. Every word on every sign was examined (is that a copywrite marking...) Now, all of a sudden, a presence at ASCO is not important, a waste of resources.
I was never a fan of ASCO, but its funny to see the flip flop happening real time.
It is still unusual to see them add non-participation to the 10K and how other people are spinning that. They are in communication with MHRA and must have some idea of where they stand as far as timelines go. Why not have LL go and do her victory lap or hire consultants like they do for everything else? Only 3 reasons come to kind
1. What they say is true and they are busy dealing with MHRA
2. They don't want to answer any damaging questions
3. They are done talking and B/O is allready a done deal.
It seems though, they treat 10K as one big PR on the companys situation. Any questions anyone has, they just say read the last 10k.
One final thought though, if on the verge of approval, wouldn't you want a team at ASCO to provide contact, treatment, and sales info or will another booth(merck) be taking over that responsability?
No dilution for a while is also thought provoking.
one more week to go for me. I am still confident on news next week.
Its funny, for years I've seen people defending ASCO, saying we need a booth at this major conference. Everything from size to location (across from merck) was analyzed in great detail. Every presentation was hyped as ground breaking. Who was speaking, length of speech, and when they were speaking was discussed ad nauseum. Every word on every sign was examined (is that a copywrite marking...) Now, all of a sudden, a presence at ASCO is not important, a waste of resources.
I was never a fan of ASCO, but its funny to see the flip flop happening real time.
It is still unusual to see them add non-participation to the 10K and how other people are spinning that. They are in communication with MHRA and must have some idea of where they stand as far as timelines go. Why not have LL go and do her victory lap or hire consultants like they do for everything else? Only 3 reasons come to kind
1. What they say is true and they are busy dealing with MHRA
2. They don't want to answer any damaging questions
3. They are done talking and B/O is allready a done deal.
It seems though, they treat 10K as one big PR on the companys situation. Any questions anyone has, they just say read the last 10k.
One final thought though, if on the verge of approval, wouldn't you want a team at ASCO to provide contact, treatment, and sales info or will another booth(merck) be taking over that responsability?
No dilution for a while is also thought provoking.
one more week to go for me. I am still confident on news next week.
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