Hi Itsa,
I have nothing of interest to add here.
All data has been available for a fair while, all pathways have been suggested for a fair while, the only real thing that could be gleaned from Open House is attitude.
But I have never been a person who's overly interested in the attitude of salespeople, and that is what an Open House consists of.
Salespeople want to sell, period.
I like being across material and sensitive company announcements, they tell you everything if you read them comprehensively and also understand the industry they are in.
Everything looked very promising 3+ months ago, and everything still looks very promising.
The magnitude of potential sales has previously provided reliable speculation on potential partnerships and licensees and locations.
There is really only one thing that has changed in the last 3 months, and that is we are 3 months closer to comprehensive sensitive information.
I don't align with talk that Tox result isn't that important, i think for DMD and more so MS and other platform pathways, the Tox study is vital at eliminating FDA and partner/liscensee concerns and remove any negative leveraging against us in negotiating contracts.
All that said if i wasn't so busy Monday i would have liked to have gone to have a chat to PER people and HC people, i think its more fun socialising in person than online.
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Open House 09/SEP/2024, page-51
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