It's a shame the recording was in inaudible because I got the feeling it would've be an extremely insightful conversation.
2 takeaways. The placement was 2X over subscribed so expect the SP to continue to rice as demand is obviously there.
Early on in the recording you could hear Gary say that partnership isn't a question of 'IF' but 'WHEN'. One would infer the dialogue with big pharma at ASH was extremely positive.
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