great webinar - my high confidence even higher, if at all possible.
Also mention of NO DIVIDENDS due to them not really paying a lot of tax and having tax losses to offset for now, so for those wondering about dividends wonder no more...aint going to happen.
HOWEVER - Jon did dance a bit around a buyback...didnt say yes, but didnt discount it either.
I get the feeling if anything it will be 2nd half of the year, after the trial results.
also loved the confidence of how they are manufacturing and already preparing for the toxicity trials for PhIII - you know, just because they are sooo confident !!
Overall a great meeting, very optimistic for the companies future.
Sentiment - back up the truck for anything under $22 (IMO).
NEU Price at posting:
$19.36 Sentiment: Buy Disclosure: Held
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(20min delay)