I have sold half my position recently. My average was around 1.20. I have concern about the change in the ICT-107 trial enrollment recently announced. One of the reasons given was to have more "robust" subgroup analysis. This is a bit of a red flag to me. It suggests that the overall results they are seeing are not that great and perhaps they need to identify a subgroup that is benefiting more in order to justify a Phase 3. It's a blinded trial but they know the survival rates and the ratio of placebo to non-placebo so they have an idea about the benefit.
That is in my view a huge red flag- not to mention there is potentially huge patient selection bias. Uncontrolled, non-randomized, single center trial. Sooner or later something will give. Time will tell.