Replies to post #15 on Equity Field Notes from temporal sources

[DanWebzster]

ALDX

Ph2a Dry Eye Diseases (DED) results for ADX 102 generated encouraging data in 9/17. DED has a TAM of 1.8bn.

Ph2b DED study has been initiated and will read out in H-2.

Other readouts for this compound due in H-2 are:

* Ph3 allergic conjunctivitis
* Ph3 Sjogren's Disease
* Ph3 Non-infectious Anterior Uveitis

As of 11/17, Cash = 47.9M and Net Loss for the Q was 5mn

Be sure and listen to June Q webcast if available.

[DanWebzster]

NGD (update)

Q1/18 earnings were a disappointment. They lost 0.05/share and the AISC was 2447/oz.

Mgmt assured investors that production and cost guidance will be met for the remainder of 18.

Long-term debt will be a problem if results do not improve soon.

The underlying problem is the grade. 1.1g/t with recover at 81% will not cut it. Feasibility projected 1.24g/t with 91% recovery.