Thing is, we need an official pr from AMBS before conference to hear anything. Companies have legal obligations to update shareholders on major news. He can't just drop it at a conference. So far, it's looking like nothing today.
Technically, he could. His presentation is scheduled for after the market closes, so a PR could be released after the close and before the presentation.
But there no precedent for substantive news being presented from the AMBS conference podium.
Those looking for news from the conference need a 'first' from Gerald.