I disagree.
The 2 analysts who asked questions sounded like 22 year olds sent by their office to their first earnings call, and asked Dorothy Dixers.
No-one asked the exact same question regarding LANI. Where's the partnering discussions on LANI?
Sadly, my opinion on the rhinovirus drug hasn't changed. See how many patients with symptoms have to be screened to select the ones with proven HRV? It might be effective in Phase 2 and 3, and that might lift the SP, but FDA won;t approve it especially without a rapid diagnostic. I'm pretty sure (but not certain) that most partnering Pharmas know that. The question the real analysts should be asking is to Pharma: would you pay for/partner a rhinovirus drug approved only for asthma patients with proven HRV?
The lack of available compound for their topical genital HPV wart trial is pretty embarrassing. They paid 20 million for that compound. And again, the HPV strains causing genital warts will diminish dramatically as the HPV vaccine becomes widely used and those kids grow up.
The company is throwing Hail Marys and hoping to lift their SP by the end of the year. I have no idea why their major shareholders are backing them instead of selling off LANI and then selling the company's cashbox. Yes, I've still got some. And yes, if they manage to lift their price on Spiritus I'll sell them.
I disagree. The 2 analysts who asked questions sounded like 22...
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