FTM, from what SK has said, I believe that MOS data from the two ongoing Phase II trials are considered material events. As such Peregrine must report it within the x day period set by the SEC.
This must limit management's flexibility in timing these announcements. This worries me not at all. I do expect good data from these trials based on those who follow these matters and post their assessments here. I believe more strong MOS data will significantly move the SP needle. Probably not as much as a lucrative partnership or FDA Bavi Phase III approval, but significantly.
You may be right about the ill-starred second line NSCLC review data. I suspect management has some latitude here on when they release that. However, in my opinion they will get this data to the FDA ASAP and they will PR the event.
As long as the near term events go our way, I don't think the timing will matter that much. We will move up strongly, and most shareholders will be very happy indeed.
Paul
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