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ramalio

07/26/18 3:10 PM

#48665 RE: MeatSlice #48664

Calculated pessimism.
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Starbeck

07/26/18 3:18 PM

#48673 RE: MeatSlice #48664

Simple. There is a ton of stuff going on and there is only one Donald Dickerson. Quality of SEC filings is of utmost importance. If that is screwed up and filed, trust me...2 pennies a share will look super nice come Aug. They are unlikely to file extensions in all cases going forward; however, they are in a gauntlet run right now and I feel certain they fundamentally understand the value in "Critical Pathing" the ramp up. Mssr Dickerson isn't just the SEC reporting fellow, he's the clinical trial designer (and by extension very likely the guy to write up the conclusive reporting) and I expect he will be highly focused on preparing those results BEFORE he get the Fins thoroughly reviewed and filed. We want him to get the trial data done first, then the fins.

--All of this is pure speculation on my part and for the record, I would love some news of any kind to put the MM's in their place. That said, the reality of the business development as it is unfolding before our very eyes says it's unreasonable to expect them to get this all done ahead of arbitrary deadlines. They get a hall pass in advance from me for Q2 Fins. I'll tighten my expectations on reporting timelines for Q3 and 4 as they should have enough $ rolling in to get Mssr. D some assistance with this red tape paperwork.--