I am becoming less concerned about the FDA result by the day. Not because I grow confident in a positive FDA result, this I do not know, but because of the clearer picture around DEP and vivagel RoW being presented by the company. I think their PR team has really stepped up this year since the debacle on Dec 27.
This latest presentation provided an excellent overview of SPL for new investors, in particular for DEP.
If the FDA result is negative and we need to buckle up for another lengthy trial before entering the US, I will buy if it drops. if the FDA result is successful, I will hold on for the ride.
