Biotechlineup
Nov 12, 6:09 PM
$BCTX my quick take on the last road show presentation . Still shooting for end of year read out, they pushed it to maybe 1st qtr. The question was asked multiple times and when pushed they changed it to “early” next year. So on track for that .6 HR.
They reiterated that they have enough cash to get through the read out. Dilution was asked multiple times and possible partnerships. I guess the continued questions pushed them because the last time they answered it as “ possible and probable “ probably is an important statement, means they are “ probably “ in active discussions. They wouldn’t answer this time on total recruitment, however on a previous conference call they had already mentioned in the present tense 177 each arm with recruitment going hockey stick. So reason they didn’t answer? Don’t know , maybe they were told not to. My guess they are already fully recruited and it’s just playing out .
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