I’ve got a date circled on my calendar for that reason... 21st Dec is when the collaboration with Novartis will be able to officially proceed.
This is why I believe Silvui couldn’t give an indication for the timing of the 60% read-out... because if there was a recommendation to stop- MSB will not do so until they sit down with the FDA and get a green light from them, which i can’t see happening until after the Novartis deal is complete.
If the interim analysis results in a continue as planned, then this isn’t an issue...and we will likely get that this week if that is the case. But if it’s all silent on the COVID front this week- then the market is likely to clue into this next week and start pricing in a positive read out... just in time for Xmas.
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