SRPT has the 4th biopsy data, has the dystrophin reread data. They are showing them to FDA but not disclosing them to the public.
I have seen tons of lawsuits for hiding negative material patient data.
Anyone know precedents of hiding positive material patient data? Will SRPT get suit by the short sellers if it is doing so?
SRPT ＣＥＯ might be an excellent trapper to bait the shorts into bankruptcy.
Sentiment: Strong Buy
BMRN cannot survive the political pressure if Drisa blocks Etep, in the case that Drisa is not approved but Etep is. Patent dispute happen all the time in biotech. Cases like this get solved one way or the other, most likely by a royalty agreement.
Have you seen the dispute between NFL draftees and teams? 99% cases get solved.
"A 10 patient non comparative study does not constitute evidence of superiority WHATSOEVER.". If Drisa had a successful phase III, you would be right. But right now EMA is comparing the better of 2 imperfect treatment: the one sick with "flu" vs the one "cancer"
You are not being objective, fatal for a short. If you are wrong shorting SRPT your loss is unlimited. If I am wrong longing SRPT, I can survive whatsoever.
Do you have any doctorate degree in medicine, biology or statistics, Mr. Pear? This trial design was doomed. What's RNA's control group in this design? Why use 5 year old patients, instead of using older patients (7 or more) who are about the enter the rapid declining phase of their disease progression?
"We", collectively both SRPT and RNA and GSK, did not know what we know now that patient age is important in this kind of trial.
In addition, this trial design has "toxicity" written all over it, opening admitting that Drisa has a toxicity problem that trial designer tried hard to deal with, not avoid.
If you want to pretend to be a scientist or doctor, let's debate the science and medicine behind DMD clinical trials.
You are just the Nicholas Skiadas MD from Twitter, aren't you?
So enjoyable! How's the water temperature, shorts (frogs)?
I bought SRPT in summer 2014 just before its drop from 30s all the way to 11. Finally I am getting back to even today. It's my biggest holding, I held on to my shares and toughed it out.
The paper loss was very extremely painful, like 11 months of water torture. But the short thesis of denying dystriphin as surrogate marker insulted my intelligence, made me very angry and very determined in holding on to my shares.
I could have sold and bought back at 12. Emotion and arrogance got in my way.
Now, I won't let shorts get 1 of my shares. SRPT is going the path of VRTX and MDVN, your arrogant shorts! The upcoming 11 month I'll have my revenge of watching you shorts like frogs being slowly heated to boiling temperature. Yes burn you alive is too lenient to you, gonna see you being slowly being boiled alive then made specimen for teaching.
Sentiment: Strong Buy