Ah, my old friends Ward.
Yes, all sellers (except Garrison) are from Eligix. And, yes, they did sold when window opened. However, they sold based on inside info (secondary coming after private placement), and it is illegal trading in my count. But, who care. It is from small BTRN, not overvalued and overexposed IMCL. Where shorts are dancing now, and long are crying.
Regards the MOGN and IRO,
In 97 (or was 98?), after few minutes in front of the first IRO poster at ASCO (initial PI data), I said that drug as it is (dose, schedule, regime, …) will not work. Based on NAROW therapeutic window.
And, I was very, very CORRECT. Three (or two?) years later, MOGN is changing drug schedule (less frequent dosing, lowered dose) to deal with tox issue. So, who was correct?
Did I ever said that drug does not kill cancer cells? NO!
Did I ever said that drug does not spare healthy cells! YES!
So, it is about managing risk versus benefit. Learning curve for any chemo agent. Will it work this time? Results will tell, but for the record I am still cautious on drug.
Normally, that you do not agree with me. I respect that.
Many did not last year. But (and without any arrogance, only for the record) I did foresee several failure (in cancer field). Lucky? Only God knows.
Also, does not mean anything for IRO.
Miljenko |
