I agree, it sounds like they are presenting prior to the June conference. On slide 19 they refer to first patient dosing in May in future tense instead of past tense if they were presenting in June. Also I've not known them to release their presentation prior to a conference before - 7 weeks before is unheard of. Is there new information that they will be talking to suitors about that requires disclosure? All I can think of is on slide 16 where they suggest that their drug will in fact rescue lost eyesight - I think that is what they are saying. Rohan was equivocal at the last investor call saying they are hopeful but this seems a little more positive. All in all ...... very interesting.
For TB ... I don't think we should assume that the BD discussions will be restricted to VP001. It could include PYC001 for example. I have my fingers crossed that we will hear something exciting re the CNS candidate before the BD conference.
Fingers are crossed.
PYC Price at posting:
6.6¢ Sentiment: Buy Disclosure: Held
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