In response to your question--I did. But I expected a dip first. Abraxane pancreatic cancer data are finally available. They're good, but not insanely good. There has been a lazy story circulating that Threshold is a company with a pancreatic cancer drug. And so the fear was that good Abraxane data would be seen as showing Threshold as being late to the pancreatic cancer drug party.
I was looking forward to a big dip on release of that data, because that overall picture of Threshold is wrong. Threshold's drug is NOT a pancreatic cancer drug, and can be understood better as a kind of chemo adjuvant. WHATEVER the mainline treatment for pancreatic cancer, Threshold's strategy of providing a synergistic combo treatment remains solid.
So the dip didn't really come, but the fear of it was out there. Now that fear is gone. And so comes the bump of buying from people who were waiting out the Abraxane data. It was to be expected if you knew the whole story.
The pancreatic cancer drug will be drug(s) meaning plural used together. A current treatment for pancreatic cancer is a 4 cancer drug combo, Fluorouracil. Down the road I am sure more drugs will be combined and drugs will not be seen as competitors to one another but drug combos and partnerships.