thats a good question... I dont care for him but not going to lie, I respect his opinion very much. Why? because I have lost lots of $$$ going against his opinion in the past as simple as that. Right or wrong, I will do as he says, rather be #$%$ ed off than broke.. know what I mean? yeah, he's made some 'bad calls' (acad, arna, hgsi) but most of his calls were pretty much spot on. like it on not it is the fact.
Hard to say. Initially Adam weas pretty positive but recently he put out an article questioning the ability of small oncology players to get a drug (based on some rather interesting stats) thru approval and mentioned ZIOP specifically . I think in his heart of hearts Adam is likely cheering for ZIOP. His paymasters however may ask him to opine to the contrary.