Completely agree with Lastly.
I suspect the TH was called because they anticipated they could have more to announce, and like most I was hoping for PK and PD.
Clearly PD wasn't ready to be reported at open yesterday.
Here is why I think that happened,,,, PD this is the money shot for MND - PD results are critical to approximate ANY efficacy benefits, they are very technical to assess and need lots of QA and corroboration; maybe from several respected labs; maybe not just in one location. Lots of potential for very short delays in all of this work.
ASX and others will scrutinise any blockbuster claims made in a announcement, media and subsequent global scientific community, especially from competitors - so better make sure what is announced is rock solid and unimpeachable I say.
I think we need to chill and be patient,,, they want this even more than you do and they know the subject matter and details way more than you do .... spin it with PR once you have it for sure,,, but talk a massive game too early and you smash your reputation.
Regards
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