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VuBru

09/17/20 4:54 PM

#308610 RE: skitahoe #308603

Gary - To clarify, Amarin publicly announced TLD in September via a press release, then presented more details at the AHA in November, with the NEJM article describing their TLD in detail coming out the same day as the AHA talk. Their AHA abstract was accepted before their public TLD release, but the actual AHA abstract was embargoed until the talk. No way to know if they sent in actual results with their AHA abstract submission, or just had a placeholder ("we will talk about the results....").

I think it is possible NWBO could announce TLD in a PR in the next 2 weeks, and present TLD details in November at SNO with a publication coming out at the same time. My read of the SNO late breaking abstract submission website seems to indicate that initial late breaking abstracts (clearly with placeholder results allowable) had to be submitted by June, with what appears to be a mandatory data update required by Sept. 1. It sounds like (but is not absolutely certain) the company had to send in actual DCVAX trial results by Sept. 1 in order to get the late breaking abstract accepted. Since it was accepted, I think this means the company sent in unblinded actual trial results by Sept. 1. This would probably give LL and team time to be preparing a publication even as we speak that would be reviewed over the next 6 weeks and released to coincide with the November SNO meeting.
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Horseb4CarT

09/18/20 3:06 AM

#308714 RE: skitahoe #308603

If high level summary of TLD is made public by end of this month, that provides the whole month of October for increasing anticipation leading to the opening of warrants exercise freedom and climax event at SNO. One would hope the sp would appreciate through October in that scenario and the locked up warrants could conceivably make it harder for short covering or limit the float. Again, the November timing of the warrants/options unlock must have specific logic behind it.