I attended. Agree the mood was upbeat. The key points for me were
1 it is very unlikely for us to partner with Sarepta. James believes they are too locked into gene therapy both strategically and philosophically.
2 The monkey study is not expected to be big deal, unless it produces adverse findings.
3 December is key as we receive the first readout of the major study underway. Two more readouts will follow in first half of 2025. The first readout may not save the 48 cent options.
Overall we are tracking well, but more time is needed to really determine our fate.
Open House 09/SEP/2024, page-12
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