interesting idea. could you explain how it works? Say A co decide to buy mnk, they start negotiate the price. now what? how does the reserve help the management?
don't play this game. you'll lose.
if he hits, he win;
if he misses, he'll make a new predication, with a new handle, or not; the game restarts.
that's how the internet con-artists gain followers.
I commented on a message in another thread with almost identical wording. I think this is wishful thinking (not that i disagree with the wish). you've got two little flaws in your reasoning:
a. bad data need to be disclosed ONLY if it's really bad (material impact?);
b. patients do NOT know if they'd be getting real drug or placebo in advance; it's blinded (or even double blinded);
I read somewhere that indicates KD of sAG has definite benefits. I'll see if i can find the ref. it could be from one of arwr's conf call.
your explanation sounds very reasonable. and if that's the case, the fact that p2a (pending 3/4 mg results) data has already shown KD without any AE should give arwr some opportunity to define an endpoint to come up with a drug.
i am more comfortable with arwr now.
are the endpoints defined each time a new study (say p2a, p2b, p3??, etc) is defined? or they are already defined? in other words, can arwr change their endpoints based on the p2a (and later, p2b, etc) for subsequent studies? sorry for my ignorance.
Agree that no news is good news, in general.
but i think they will have to report only if it's really bad.
as for the good part, not so sure. I don't see the reason given to be very convincing. placebo is not by choice, for one.
how do you determine the allocation of your fund in arwr? here is how i think of it:
I'd like to walk away with 2 mil for my retirement;
I'd hope the pps will reach $20 within 2 yrs;
So, I'll need 100k shares of arwr;
that's a lot of shares. but more importantly, don't buy more than you need for those of you that have the funds.
pls share your way.
also, from the above text, it's not clear that the non-clinical report is part of the contingent material (as it's clear that arwr was to send the modified protocol the next day).
sounds right. but sometimes it's hard to live a china-free life. do you have any tip that you can share? I heard many of the (US) companies have china money in them.