Positive Quarterly Call

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Ryan
Posts: 352
Joined: Sat Jul 08, 2017 1:41 pm

Positive Quarterly Call

Post by Ryan » Tue Aug 11, 2020 7:16 am

I for one thought the Quarterly Call was quite positive.
- Trials expanding sites to hit timing goals, I expect the announced timing will be met or beaten. And I expect both trials will move to NDA and on to approvals, but I digress
- Commercialization plans were articulated, I would say that is new in the history of this company. As Dr. Scarlett stated, this is a different company than a year ago.
- Dr. Rizo attends the call, which I suppose will be the norm going forward, and continues to demonstate her competence in leading the trials.
- Orphan Drug Designation in EU in the quarter is ultimately a consequential event as the company moves to commercialization, or of course brings value to a partnership. Stated goal of x-US partner and more responses than expected in the business development process leads to confidence in this process as well.

So as usual it’s hurry up and wait, but confidence should be high for those who have been following closely.

Gwikley
Posts: 100
Joined: Thu Aug 30, 2018 9:05 pm

Re: Positive Quarterly Call

Post by Gwikley » Fri Aug 14, 2020 11:18 pm

Appreciate the positive thoughts.

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