all bios red today could be sector rotation hold acad for the eventual take out
a GBM PII will require 300 + patients, if they cannot get to 28 that the 300 is a big ask. they will need to enroll all comers and not be so restrctive. 300 patient study is big bucks. needs a secondary.
no sitting on 30k looking to add another 10. with call premiums from my cldx position those are banked, waiting to spend them
if asco results do not surprise to the upside we need to worry about a secondary at a low PPS. its coming by year end.
if they had reached 28, CEO would gave crowed about it. if at asco they present update around the same 12 patients the news had better be stellar to offset the lack of enrolment progress.
hoping for a GBM pop but its now a fading hope
pure manipulation. the days of $2 are behind us, asco will kick this to another level.
new linker end of 15 could be interesting
japan PT if it happens will add to pps although the chatter has gone cold form the CEO
onward march to sts approval in late 2016
that's the game changer it gets sold after that north of 20
June $5 Calls are cheap gamble if ASCO results in a major surprise
3.40 3.20 its all the same thing. it will take news to bust to a new level and hold it i.e. north of $5
no different this time volume is not large enough to signify breakout to new range - needs news
yes those are the facts. but the music could also suddenly stop with a takeover, and the shorts time ten runs out. CEO will be in the selling mood soon enough. he is old and not up to running a real company. for sale to the highest price, he will spin out a new linker and fly with that .
do you think they will get close to the 28 or fall well short?
the criteria for inclusion may not leave a big enough patient pool to choose from. is suspect they have not reached 28 and asco results will continue to be interim.
they will need a PIII - may need to modify criteria to get to the large numbers for a pivotal PIII.
boring two month wait. hoping for great news re sclc and GBM. a little concerned that they have not announced full enrolment of the GBM study. all they needed was another 16, if they did not get those how can they expect to get enough to do a full PIII study.
has anyone asked IR abut the latest enrollment #s?
funny ray real funny.
the cruz is as wacky as they come. will be fun to watch. wolf and Anderson will luv it will make for great public sport.
that result I can buy into. highly likely. Jeb seems bright and decent
but Teddy will make things interesting until he drops out. cnn will luv it.