They better have something new. By my count, the FDA has not only issued the EOP2 meeting minutes, but had sufficient time to finalize them and the exact trial protocol for the 2nd line NSCLC trial. If a breakthrough designation was given, it would have to be part of the EOP2 meeting minutes considering the designation affects trial design, etc. So, if there's no mention by the end of the call it's safe to assume the company does not have it for the 2nd line NSCLC indication.
I also hope they have something new and positive because, if not, they might want to explain why the company thought it was necessary to issue a negative trial update and dilution status the day before 15 million shares were going to be purchased by Russell funds and whoever else when they could have just waited until the conference call. That, to me, is a breach of fiduciary duty that diluted shareholders unnecessarily. UNLESS...they have something good to update us with.
My hunch is that it will be the same old song and dance. Analysts will congratulate management on reaching phase III, Shan will mumble about liver cancer ISTs and other meaningless corporate data, Lytle will discuss the many ways they can finance the company despite using exclusively the ATM and diluting us 50% the past year and King will say how well partnership discussions are going without adding anything further.
And in the spirit of Sierra, "You heard it here...FIRST!"
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