The PT was raised to $28 in June. Have they updated their analysis?
But it was two cc's ago that Torley enthusiastically embraced working with Ventana on the diagnostic and there is no demonstration of progress that we know of. Pancreatic cancer is still the primary focus. It doesn't appear that phase 2 will be enough for approval and if phase 3 is suffering setbacks that will be. a big negative. Isn't that a reasonable explanation for the stock price decline. And no update on OS. Was that really promised?. People might be getting nervous and it may be justified. Too many people dismissing price decline as random motion.
Perhaps. But I would expect analysts who have recommended buying the stock to their clients to weigh in with some reassurance or analysis. That''s just it. Is it market conditions? What do management changes suggest about progress or lack thereof?
Even an analyst commentary that indicates no obvious material change would be good. Analysts will have greater access than individual investors. Hard to believe this company got a new buy rating just last week. We will see. I did buy more every one of these 5 days.
Often times when a companies shares have experienced a precipitous decline, as this one has in the last 5 trading days, the company will address whether there has been any material change in the prospects or status of the organization to warrant such a move. A statement to this effect at this time from the company would seem appropriate.
I think the need for, and continued lack of the companion diagnostic is a real drag. It seems like phase III will be pushed out. Or seems so, to me.
I'm confused about this. Were they really making a presentation? Is there any news release suggesting that or did it originate on this board?
While that's all true, what the market wants to know is what's next. And on that matter things seem to have become murky.
Has Torley made any comments of note in the last several days? Was there any presentation of any kind associated with this poster, which is, after all, just that, a poster? Making a claim to present specific data and then withdrawing it is simply not done at a forum of this caliber. Posts on a message board need to be recognized for what they are. Posts on a message board.
Monday is certainly shaping up to be a pivotal day. I know we're all hoping they have further good results to share..
Lack of near term catalysts and a lousy market, I'd say. This is certainly a very speculative stock and there's a lot of risk aversion right now. Re-releasing old data certainly doesn't help. Anyway, stock seems to have found a new range.
A lot of rubbish. Survival duration of stage IV pancreatic cancer is 4-6 months. (Haven't we gon over this before)? Pretty darn grim. Clear that LMW heparin in the study reduced the rate of TE. Common sense that it would. This drug doubled PFS over any other therapy up to this moment. That's pretty dramatic and there is little reason to think other than that the inclusion of PEG is the new standard for treating these patients. If they do nothing other than restate those facts, and they will likely elaborate on them, at the least, this is an amazing evolution in cancer therapies. Everyone is waiting for the big one: the implosion, the buy-out, the breakthrough designation. We'll have to be content with things grinding along slowly, for now.
Yeah, I took a lot of the profits from HALO and put it here. I'm feeling a little better about it. Got back into HALO, too, when the price went down.