Question is does the road stop on Monday on positive results for LT holders?
For me, it positive, it will be a confrontational milestone along a path to full value. After this announcement we still have
a) Roadmap and plans for FSGS Phase (III? I suppose). This should get away in 2021.
b) REMAP-CAP COVID19 updates.
c) DKD next steps (will there be a partner and who?, timelines etc)
d) DMX700 plans. We haven't heard a lot more about this but I presume it is just moving along quietly in the shadows of these other big indications right now, waiting for its time in the spotlight.
So a confirmation for me on Monday would be a VERY NICE derisking for DKD on a positive Phase IIb and with it a nice re-rating of the stock price (and green on paper) But with so much going on with Dimerix and such a dynamic Management team, I am far from ready to part with the stock yet.
My opinion only.
Ann: Trading Halt, page-48
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