OK, the report is out. Will have to listen to the CC for additional comments, but my take away from the PR:
- $35M in cash, or about enough for a year.
- RGLS8429 appears to be about as effective as RGLS4326 (but not more effective?) and without some of the problems
- Possible start of a trial in Q2 of 2022, so maybe 6 months from now
- Top line data in early 2023 or at least 15 months from now
My take is they will likely need more cash before the readout. I don't know, but I still don't see any hurry to jump back in right now.