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ubmmg

09/07/18 10:57 AM

#80129 RE: cdiddy01 #80125

I somewhat agree with you regarding shelving HOT temporarily, until we get first NEO readings. They do not have resources to start HOT trial now, and the partnership could be a weak one. Once they get NEO data, then the probability of HOT working is going to be much higher. This would be
reflected in the deal price for any HOT indication. The company would then be negotiating from the position of strength, not from a position of weakness as they do now.
Cash conservation must be a priority #1 now.