Your date is certainly a possibility, we certainly should be able to know from the title that we are, or aren't making a presentation at ASCO. We cannot ignore the possibility that ASCO isn't where the company's chosen to come out, and in fact if they publish in a major Journal, it may prevent an ASCO presentation even if the company want to make one.
Why? Because ASCO wants what's presented there to be new information, if at least some part of what's being presented isn't new, they could reject an Abstract that had been submitted. I believe that Dr. Liau as the lead clinician should be the first author for an Abstract submitted to ASCO, as such, on April 2nd she'll be notified of the acceptance, or rejection of the Abstract. I don't believe that companies announce at the time the author is notified, and I'm uncertain if the type of presentation is specified to the author at that time, but acceptance, or rejection is known on April 2nd.
In reality, the forms of presentations vary greatly. In many ways, a Poster Presentation can inform more people than a presentation made in a breakout session as the posters are on display for many hours where those in attendance have the opportunity to have a look. In some cases presentations are both poster and in breakout sessions and the ultimate is a presentation to the entire conference, a plenary presentation, and even then a poster presentation might be authorized as well. The opposite is also possible, the presentation can be limited to the publication of the Abstract with the conference notes, no actual presentation of other information anywhere.
Please don't get me wrong, I believe our results are something worthy of a plenary presentation. If we do have the data presented in a Journal prior to ASCO, I don't know what we'll be permitted to present at ASCO unless it's very clear that new information will be presented at ASCO.
If we're being presented in a Journal, that could come virtually any week because they come out weekly. If it's ASCO, we've seen their key dates. I believe one, or the other is practically a certainty, but I can't say which, or if both may occur. Regardless, I believe it's pretty clear that we'll know something by May at the very latest, and perhaps much earlier in April. If the Annual Report is on time, it too could supply information, and perhaps even a summary of what happened in the trial which is what a TLD statement is after all. TLD might be thousands of pages if turned over to the regulators, but a TLD statement for investors is a matter of just a few paragraphs.
Gary
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