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Message: Re: Close competitor…
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Oct 19, 2021 09:12AM

Oct 19, 2021 09:43AM
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Oct 19, 2021 10:03PM
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Oct 20, 2021 06:19PM
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Oct 20, 2021 07:39PM

Agree golf ... also a resignation to the belief (or posture) that we may really need (or want) to go it alone, gotta have a plan for that potential reality and Eversana looks like a great asset in that regard. Still holding out hope that the Covid trial hits the mark and is impressive, and the suitors come calling with the Eversana relationship as a value lever.

The updated timelines from the recent publication/promotion posted by imtesty intrigue me, especially with potential rapid results for Covid, and also the BTD weighted BoM2 trial looming and being positioned to start soon with an interim analysis.

The Hepa IP leverage bothers me though in the absence of Covid trial success, so hopefully the Covid trial alleviates the potential worst of that leverage with newfound credibility and incoming cash.

But again, DM seems pretty confident in presenting those timelines for the CEO of a financially "broke" company with a soon to mature debenture that has the IP as hostage (for whatever that confidence is worth??).

Nothing makes much sense ... except the science.

So, we wait for the Covid trial(s). At least that should go quickly if/when it ever commences.

... tick tock ...

 

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