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01/11 13:55
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call summary and Q&A session revealed a mixed outlook. Positive aspects include robust Phase II data and a meaningful potential impact of the drug on FTD patients. However, uncertainty remains due to management's unclear responses and lack of specific guidance. The FDA's request for plasma progranulin as a co-primary endpoint adds complexity but doesn't affect study power. Overall, the absence of concrete financial guidance and market cap data leads to a neutral sentiment, suggesting limited short-term stock movement.
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