Jun. 17 at 1:07 AM
$VIR Very likely that the news will be dropped on a monday, only 2 more mondays left in the month (23rd & 31st).
Im betting on the 23rd, I think mary ann said something like ”towards the end of the month” so very unlikey they would drop it on the very last day of the month, but still possible.
Keep in mind under normal conditions their market cap is off by
$150M-
$200M off their current cash/cash equivalents. So when next quarter is announced with a cash pile of
$865M the market cap should start to fall to high 600’s to low 700’s if theres no major news. But with mary ann saying that they’re in ”Deep discussions” with potential partners recently, anything can happen. Nobody really knows when that news will pop and the extent of how beneficial it will be for us, I would bet that by mid 2026 or sooner is when they should announce a major partnership with the Hepatits D. Obviously they shouldn't want to release crucial data mid 2027 at the same time that they run out cash…