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FeMike

05/15/24 2:27 PM

#691828 RE: hankmanhub #691817

and thus the fall date for the MAA predicted by Les on the Biz show.



Yeh, I think you can pretty safely take this one at face value.

This is word for word, verbatim, what was said:

We’re on track for an accelerated approval, we’re thinking sometime later, in the fall



There really just isn't another way to interpret those words. September seems to be the most realistic expectation at this point. I was hoping for early Q3, but late Q3 seems the odds on favorite. Oh well.

meirluc

05/15/24 2:55 PM

#691840 RE: hankmanhub #691817

You may be right Hankmanhub. If Flipper's idea of MHRA approval
in July were correct, the ASM would not have been scheduled
for late June but more likely thereafter, for late July, August or even early
September.

After LG's remarks, the only two logical timelines for an MHRA
approval seem to be:

1. Approval within the next few weeks followed by the scheduled ASM in
late June.
2. Approval in the fall which would have made a scheduled ASM thereafter
too late because the previous ASM was held almost 2 years before
that time (12/30/23). NWBO therefore felt forced to hold an ASM next month,
which unfortunately would amount to several months before the expected
MHRA fall approval.

I am guessing that if if we don't receive an approval PR in the next three weeks,
alternative 2 will become the most likely outcome.
Bullish
Bullish