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FatCat_Banker

08/03/14 12:50 AM

#3396 RE: atlas101 #3395

June 30th - conference call: waiting on final exacerbations

3 weeks later, exactly, the stock pops.

August 7th: financial status and gevo. schedule.
(I imagine we hear final exacerbations have/have not occurred here)

The June 30th conference call says it would take about 6 weeks for Servier to process, compile, check, and forward data to Xoma.

Let's assume that June 21 (the pop) was the approximate date of final exacerbations. That leaves us with Sept. 1.

Side note, trial might have been set up to end near a period where this indication shows statistical latency (summer). So bank on it for good data (ie: meeting the primary endpoint), but not approval - later.






Fun note, Xoma will speak at the Behcet's conference in Paris on September 17th to the 20th. Odd timing, don't you think?

Meanwhile, Baker Bros have only added.






In all, be in Xoma before Sept. 1. Xoma should have data in their hot little hands around then. And it will be positive.