First off there were a record 33 minute long series of questions from various analysts. Second never did they say they were not looking at s110 as possible first line AML and MDS , Not sure how that rumor ever gained any credence. They admitted cash burn would pick up but mentioned numerous times they were not counting milestones in their figures and milestones would escalate as their two main partnered programs escalate through the clinic.
Hinted that they might consider marketing S110 themselves in the US. Personally I dont believe it and think its a ploy to extract bigger upfront from Eisai or other partner. Excited about their oral product which by the way may be useful in sickle cell. All in all quite an up beat call. You all should listen and form your own opinions, What you should not listen to is Free/Bucket although having been shown to be complete fools its doubtful they will show up again under those id'S. Very exciting progress which and lots of news to come at years end I believe we will see an upward bias till then. Long live the Pumpettes.