InvestorsHub Logo
icon url

Phantom Lord

08/06/19 1:49 PM

#28106 RE: poods #28105

I think there is a decent possibility we add a partner to the pancreatic trial. This was brought up in a prior discussion I had with Peter and he said that would be the most logical trial to add a partner for them. If they do, he mentioned that from the beginning of talks it could take roughly a year to reach an agreement. If they do decide to go this route and there is a viable partner willing to take on some financial liability I would expect the soonest we hear anything about it to be Q2 of next year. Not saying this is going to happen but it is definitely a possibility if Marker pursues it. Regardless of this, like you said, buying down here is an easy decision.
icon url

rwwest

08/06/19 1:58 PM

#28107 RE: poods #28105

If they had at some point soon, say another CR or some other positive development, what would be the reason, or maybe necessity, of waiting for some forum to announce it? I guess that they like to have a large scientific forum to release such news, but if they have any concern with SP, is there any good reason to hold off? I'm not sure what all goes into deciding on how to release news. Granted it probably doesn't look good to continually release only good bits of data as they come up. This would look like trying to manage the SP. They probably would have to wait until they had enough to look like a substantial update in the trial. If they wait for that much, trying to make it coincide with some event, including a scheduled company CC, does make sense, I suppose. So, when is the next expected webcast? I'll optimistically predict that the day of, or before, there will be a very positive upgrade in trial results.