Aug. 4 at 2:47 AM
$CHRS Based on the evidence presented, my prediction is that we're going to get both 1) data from trials and 2) quarterly financial results before market open on Wednesday, August 5th, 2026. Denny's gonna flip everything over and allow the market to digest it in surprise fashion. Naturally, I'm a bit nervous but I also think this was the plan all along; why would he say (something to the effect of) "see you at the next earnings call, which should be very exciting" if this were not already in the works? His use of the word "exciting" arguably implies his knowledge that (at least some of) the data was (at least) good. And if it's true that the data was good on May 11th, 2026, then it should be better than good on August 5th, 2026, assuming the allowance of a data maturation period, particularly for Casdozo. Maybe that's why he referred to it as his "favorite" drug.
I'm also curious to see how their efforts to grow LOQ sales have progressed, particularly after their data purchase. GLTA
