RE: Johnson & Johnson AGM 27th April25 Apr 2023 15:55
Agree Tommy I just found it slightly intriguing especially with that volume jump that week to.
Last year they had nothing to say they delayed it. Year before was mid May. Year before that end of May again This year a month sooner. What new hire sorry? Haven’t been completely upto speed.
I still think the most plausible and reasonable expectation that the market should like is this “we are in advanced discussions/negotiations with x for a platform trial” or “we are in advanced negotiations with a major about a trial agreement.”
I think cash position maybe a nice surprise. Pre covid the cash spend wasn’t extreme and they could get by being prudent as they hopefully have been and watching spend with only a few million this expanding runway.