Wasn't able to listen to the conference call so thanks for this. Some thoughts:
1) Sounds like testing issues can be resolved. Also seems that quality of testing deteriorated as this study progressed, perhaps as they pushed for a quick completion (e.g. going to satellite clinics, etc)
2) My guess is the end-month announcement will cover practical issues - new IRB approvals, firm timelines for next study, new protocols, etc. Should be SP positive.
3) I don't think RAP will have an analysis of unblinded data ready by end-month. That will probably come by end-Sept. However, that is likely to have sufficient positive points to be SP positive as well.
4) TK comes across well, would trust him to deliver improvements.
5) BL's "Star Trek" presentation from a couple of months ago is now just stupid. He really needs to rebuild investor trust somehow.
6) I'm averaging down, think this will go back to mid-teens in 2H if RAP treats carefully.
CONFERENCE CALL TRANSCRIPT 10/8/17, page-2
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