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hoffmann6383

02/07/22 1:53 PM

#441971 RE: HappyLibrarian #441965

Video I'd agree with. You can usually find those on the company's website. The transcript I would not agree with.
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biosectinvestor

02/07/22 2:38 PM

#441994 RE: HappyLibrarian #441965

Please provide links to the videos of the ASM at a few microcap companies you actually invest in prior to 2019.

Post pandemic everyone has moved to virtual meetings, at least while the pandemic lasts. I am not talking about Berkshire Hathaway. None of the companies I have been in has ever provided actual transcripts of what was said at their ASM’s. Quarterly calls, yes, that is done by third parties generally.

It is not a common practice. You may misremember that it was, but it was not a common practice for small biotechs and NONE of the companies I have ever invested in, including some fairly large ones in this sector, provided either transcripts or video or access by video to their annual meetings. They did often summarize the business and proxy results. That’s it.

There is no rule against it, it’s just was a broadly observed practice not to do that. I would be hesitant to say how broad, but I’ve not seen it done generally, and certainly not prior to the pandemic, when ASM as a rule became virtual and open access, which changed the rules substantially from before.