Definitely got me excited seeing that. Companies don’t usually provide such information. I’d say they received the average result and were sufficiently shocked by it to communicate this information to the market. Perhaps communicated a bit more excitedly (in a way you can’t quite achieve in a simple slide deck) to participants at the JPM Conference (this would explain the aggressiveness and relentlessness of buying recently). If this is the case, we could certainly see data will in excess of market expectations (imagine the re-rate in such a scenario - it would likely see an immediate gap up to well over $4)
Hopefully more hints and observations like this when we get the announcement of full completion (expected this week?). We’re certainly close now, in a matter of weeks now we should have the data in our hands. The fun doesn’t end there either, we will be getting another set of data soon after, then FDA approval should follow shortly. Who knows when the bidding war will commence![]()
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