Quick read shows:
- Lots of ground work done for future inflection points
- New formulation key to cardio protection trials in breast cancer etc., and will start in Q3 2023. So current drug formulation will continue to be used in EMD AML trials
- 3 sites in Australia plus 6 in Europe for EMD AML trials - was delayed due to Covid but now getting back on track
- NO UPDATE ON MARKETING!!! Something that we all awaited to hear about nothing in the pack unless I missed it. Will pay close attention to it in the AGM which I will attend and ask the question if not already covered mgmt.
Still overall solid pack and plan but disappointing on marketing unless they can’t talk about it until the deal is signed. Have to wait a few more hours to get answers. (Only worry is without marketing news the SP can head back south - just not going to be pretty!)
(AIMHO. No advice)
Ann: Race 2022 AGM Presentations, page-2
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