AIMHO,
very poorly handled from management again, with scant regard for shareholders who have supported them for years. (they should be able to manage disclosure v nda, thats their day job).
Its a big deal if this reduces the commercial chances/timing of the most advanced drug. If its just a supply chain issue it would be better to be clear in that regard.
What does this mean for Her-vaxx commercialisation, for relationship with MSD? If that is kaput is that not a material big deal?
That's the negative of it for me.
I guess positive is there is a (very?) small chance of some kind of deal going on behind the scenes (but not if its a supply chain issue).
Ann: Clarification Announcement, page-80
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