by DrKSSMDPhD | November 14, 2017 9:00 am
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Source URL: https://sgumdev.stockgumshoe.com/2017/11/notes-from-torrey-hills-capital-emerging-growth-conference-13-15-november-2017-san-diego-ca/
$HALO redsox47, Thanks, Peter, for asking about HALO. Just listened to the conference call. Now I’m off with my daughter to a play about making fun of other people’s religion. Should be fun.
$HALO TRAYDON-hope you and your daughter enjoyed that play, happy to help by asking your Q, thinking about getting back into Halo[had position and took small profit from it recently]
Monty Python’s Spamalot? Playing in our local community Roxy theatre.
Book of Mormon. As funny and profane as one would expect from the South Park writers. Great time. And now that I’ve seen it, I am not really sure that all LDS members would find it offensive. One of the best of the many musical scenes takes place in hell. That was particularly good. Can’t stop smiling thinking about the show.
$AUPH Long 2x OW
Doc, to your comment in the conference call about Aurinia enrolling 24 months after a biopsy, I ended up speaking with COO Michael Martin last week and he cleared this up for me. For one, he didn’t see this as a real issue because the patients still have other screenings to complete to make sure they’re eligible.
I did also get some new information. He said that they are on track with enrollment, and haven’t actually been able to enroll patients with a biopsy greater than 6 months prior to the trial. This was honestly the only discrepancy I could find that could change the outcome of the trial from pII, and according to him, Aurinia isn’t benefitting from this expanded trial design how they may have thought they would. The other short thesis don’t hold water, and Aurinia looks like a steal here.
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