Ann: COVID-19/GVHD Update, Quarterly Report and Appendix 4C, page-186

The significant uptick in cases, deaths, etc., in so many states may drive the recruitment figures a bit harder, so I wouldn't say the 300 is beyond achieving by "early September", I suppose. But you certainly do need to account for that extra delay, particularly based on the limited info we have. At least we have a date in the calendar for that initial interim analysis, regardless of what overall percentage they look at at that point (30%, 40%, ?).

Agreed, too, on it being preferable that they had come out with news on the delay for CLBP and CHF, for our sanity, at least. At this point, though, I would still say the "market" (if it can be ascribed a collective consciousness) sees MSB as an AGVHD/COVID ARDS play, and is likely unaware of our nervous anticipation and growing discontent over the last 6 months waiting for readouts. Hence the non-impact on SP yesterday, in spite of our disappointment.