The call solidifies the foundation- assuming we get PR that morning that the BLA has finally been submitted. That starts the timeline for potential HIV revenues in Q4, and it checks a box off of one of the list of things we need to accomplish. Finally getting one over the finish line will be nice.
IMO, what can really help is more info on the other two topics mentioned in the call announcement- the timeline for COVID approval and the publication in the New England Journal of Medicine. The timeline will be speculation, but we should get an enrollment update. They said they were hoping to fill the trial in a couple of weeks, so if we turn up Monday with only 20 patients in the trial after two weeks, I'm not happy.
The publication is a potential tipping point. Patterson said last week that he would have it ready in less than 2 wks and could be published 4 wks later.
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