It's based on research papers that I read, so there's that. For example, one of the papers that Kerrisdale cited as evidence of this actually directly contradicts it.
Do a search.
You are wrong.
Significant angiogenesis inhibition only happens at much higher doses.
The meeting isn't scheduled yet... that's when they're going to submit their briefing packet for the end-of-review request.
They THINK/hope/pray it will be by the end of Q2 -- no telling what the FDA's schedule is.
Regarding the manufacturing issue -- I think it is in general resolved now as it had to do with something not associated with their production line, and they have a redundant manufacturer anyway.
I listened to the webcast last Thursday. I wrote two Seeking Alpha articles on the topic, one more detailed than the other.
It shows that the FDA is still playing ball with the company. I believe that the Division Director will see this through. Here are two key pieces of evidence based on the webcast:
1) She called the CEO an expert in the field. There was an adjective to "expert", but I don't remember exactly what it was.
2) When the committee was deciding whether the nasal route of abuse is relevant, only a handful of members, maybe 3 or 4, even spoke, even though this was a major reason for convening the committee. At that point, it looked like the committee would determine it was not relevant. The Division Director then asked directly for more input and another handful of people spoke towards the thought that it was relevant, swinging the committee's stated overall opinion the other way.
You already asked that in a different thread....!
I did not buy. I bought before the crash.
The three trading day rule is just a myth. Dan Ward tested it and it's just not true.
I believe 100% it is short HFTs and (possibly) insitutions. The volume just wasn't there for retail -- 50k volume a day.
Based on the PR summary I am a bit concerned. I would need to look into how difficult and time-consuming the proposed adenovirus trial they want to run is.
I am really concerned about management salaries and options being too high. I do appreciate the signaling effort of management in buying shares on the last crash but it is not enough. They need to cut their salaries, and definitely no bonuses.