I'm going to have to say no, but then I don't know what AM stands for. : )
I've listened to nearly all of Luly's pitches; conference calls, stock pitches, fireside chats, bi annual earnings release over the last year and try to catch as many of Abbvies as I can. (for the 10% or less they devote to HCV)
I know I miss some.
I have to confess I don't know what the AM refers to, but I can tell from the content you describe, I'm fairly sure that I did not hear it.
It sounds interesting, and I would like to.
It seems a little reminiscent of one I heard a while back....a "fireside chat" where he just talked history and background and I thought; "Dude, you are forgetting to pitch your stock and your product." : )
That was my impression. : ) I liked it, don't get me wrong, but it was a fair amount HCV pharma history lesson; he was almost forgetting to be a salesman/CEO. : )
Anyway.... my response does/did not in any way factor into hearing that presentation you referred to, just none I had heard in past times.
Is it still on ENTAs investor page, in presentations, or some other location/format?
~W