I agree with a lot of this. I expect the primary news to be that the BLA has been accepted and a PDUFA date set. No doubt we’ll hear about progress in the various trials. But I’m hoping also to hear about progress with partnerships/licensing. I don’t expect any bad news, maybe some delays here and there, but you never know.
No good news - no PR in the morning before conf call.
Bad or not so good news
1. No CUA 2. No BTD 3. No partnership 4. No trial enrollment completion 5. UK trial delayed - hurdles 6. CROI rejection 7. Philippines HIV trial shelved or indefinitely delayed 8. HIV mono trial protocol delayed as FDA meeting is delayed
In short no concrete progress on any front. Here are the promises
1. To start 10 phase 2 trials in 2020. That is nearly 2 trial start per month.
This is not even possible for BP. Hospitals need 1+ month to get the sites approved.
2. Uplisting happening in few weeks - I take the timeline to be 6-8 weeks
3. Negotiations with one BP all others small pharma - why he need to tell this?
Last time he announced possible funding sources and it fell flat on face
4. Negotiations with big bank an some innovative non- diluted funding and can raise $100 million in Taiwan
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