Vector1,
What do you think of the new dosing schedule and related toxicity data for Irofulven? In terms of benefit versus toxicity, does this look like a significant improvement over today's standard of chemo care?
Just wondering, because I never saw your reasoning behind the purchase. I've traded it a couple of times, but want to get a clearer picture of Irofulven's chances before I go long for the longer haul.
BTW, buzz on munch thread about MLNM as muncher. I'm thinking they've got plenty of platform, so they might want to buy an in-license and development outfit such as MOGN or ITMN. Am I being wacky in my thinking? I never was much good at biotech M&A, I just don't understand the industry well enough yet. Might have a chance with the trickle companies. Hmmm, not much happening there since the PBSC munch. Wonder if IVGN, with its new cash and biggest acquisition pretty well digested, might be on the prowl in that sector. Could see them munching EBIO, for example. Does that sound wacky . . . ? TECH, perhaps.
OK, I'll stop thinking aloud now. Would appreciate your doing so wrt MOGN if so inclined.
Cheers, Tuck |
