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Message: 2019 Potential Events

Toinv and Coldnewfie

Have either of you listened to the webcast posted in advance of the Roth Conference 2 weeks ago? If not, take a listen. If so, did you miss the part about DM saying that they were only about a dozen events shy of the target, that he expected to hit 250 events in April, and that he anticipated top-line data by mid-year? Toinv, you may be behind on the posts but at least read and listen to company communications. Thanks CabelLost Soul, Tada and Paladin for chiming in on this too.

Now, I do acknowledge that past timeline estimates were way off and of course April guidance for hitting 250 might extend into May. However, for DM to say April 250 events and top-line mid-year is a very believable estimate. Assuming they were at ~238 on March 11th, then this leaves 50 days (nearly 2 months) to accumulate the remaining dozen. Also of note, the recent slide decks Resverlogix posts seem to be slightly outdated. For example, the slide deck posted in advance of the Roth webcast on March 11 did not reflect the ~238 events indicated in the webcast the same day; instead, it listed over 220 events. While 238 is over 220, they could have changed that slide to over 230 to be more accurate. DM did address this in the webast and informed the listeners that the over 220 number was outdated. Similarly, the slides for BIO-Europe posted today indicated BETonMACE was over 230 events. Seeing as they were at ~238 2 weeks ago, over 230 is still technically correct but it is also quite likely they were at 240 or more and could have indicated this.

My crystal ball is seeing reaching 250 by April or early May, top-line in July and full results at ESC in early September 2019. All just my opinion. DYODD.  

BearDownAZ

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