I can't believe I'm going to say this but the webinar was actually pretty good. They finally had a go at justifying Indonesia strategy.
But they still fell short of explaining what their IV strategy for non-urosepsis will be, given the maximum plasma concentration still seems to be 170 ug/mL.
They are not explaining why the Indo trial is so delayed. Seemingly very optimistic they can recruit it in 5-6 months, but given they are already 4 months late starting, I have my doubts.
The USA IND still seems a year away, and there is no clear path to meaningful revenue.
I reckon unless this current entitlement offer is fully subscribed and robustly supported, we could be looking at a SP in the early teens soon....
RCE Price at posting:
28.0¢ Sentiment: None Disclosure: Held
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(20min delay)