Chris:
It's never a bad thing when the length of a phase I eventually reflects a large therapeutic window. If there's efficacy and a large window, then Roche would be insisting on a hush.
Odds of this? Maybe 4%? Wilder is selling.
There was a tad of surprising "out of the blue" accumulation.
In my experience, corporate cultures don't change much after these massive company restructures are finished. Lots of noise about new people and directions, but the culture sort of hangs around. I don't trust the company at all, and haven't for years.
The seduction is that several reports are keeping the checkpoint concept alive, with a bit of gleam.
It's on a list of 10/20-bagger wannabes for a reason....... most of these dream team stocks will fail to thrive.
Just checked. It's the fourth largest bit -- in with a tight cluster of modest bits -- of my portfolio, in a portfolio with only two full positions, no overweights.
dunno....... they recently pointed DOWNSTREAM of e2f to chk2. That makes me a little nervous. I'd like the thoughts of pgs and any other scientists who may be lurking. Miljenko has always been good at this stuff too. But, to me, if you connect all the dots, you end up at p53.
Hope some of that helps.
Rick |
