Michael:
If this is your first visit, welcome to the thread!
Phase III is fully planned for hepatocelluar Ca, and waiting only for end of phase II meeting with FDA. So..... as with most phase II trials, data can't really be "negative". It can just be unimpressive, depressing, etc.
:-(
I don't expect stunning results. If they're there, we fly in May. Maybe earlier, as -- regardless of how hard ASCO may try -- abstract content will determine early rally time for some stocks.
I also don't worry about near-term moves when I like a company and consider it to be reasonably valued.
I don't think that anyone would say that even a penny is priced in for T64. If they can't out license it, I hope that it's dropped.
MZ..... yeah, I know that you don't like the projects. Known target, toxicity that has been managed thus far (and was, apparently, lower than expected for 607 in phase I), and........
pnas.org
We'll see, and my "basic" is that it's a very nice investment, inflammation, obesity, and lipid disorder programs. |
