No analyst appreciates how geeky/prudish HB is...
We always disappoint on earnings calls because Dr.B et al refuse to announce scientific progress at corporate events. Note Monday's agenda will cover "key corporate objectives...and corporate activities", like recent hires, EU headquarters, and plans for new Iclusig trials. Most other biotechs have no issue spinning progress updates and status reports on earnings calls to boost share price, something like "XYZ enrolls new patient in Phase 1b trial!"...
At best for '113 we will hear MTD has been reached and that new data will be presented at ASCO in May/June. We should hear Iclusig update with expected YE'13 sales raised, my guess is from $50M to $65-68M.
A long shot here...but I'm also hoping to hear pre-announcement on next molecule target and indication, with pre-clinical data to be presented at AACR in early April with IND to follow. '113 was introduced this way in 2010.
