CC was fine, I liked the pledge for candor,
consistency, and I think the last one was
integrity. I know microcap biotech, and it
is not always present in many companies,
to say the least.
The A team was on Q&A, I think Mike King (R&R)
Philip Nadeau from Cowen, Edward Tenthoff I
think from Piper Jaffrey, and a softspoken fellow
from CIBC, didn't get his name.
But naturally Infinity didn't have any easter
eggs for them--some data at EORTC in early November
for GIST, maybe we can expect MM data for ASH.
Additional misc ramblings...
The only thing I have ever found is a blog of a
GIST patient who happened to be in a IPI-504 trial.
I didn't extract anything from the blog except the
woman up til a month or two ago was surviving,
but this is useless anecdotal stuff. Mainly the
blog has a lot of good wishes and references to
prayer. Not my cup of tea, but God Bless Her! Actually
very sweet.
Uh, by the way--I saw Lee Hartwell years ago, and
for whatever reason he had a message that day that
left an impression. Mainly, what you need to know,
is that you do not want to get cancer. IPI-504 may
make a lot of money someday (or maybe Kosan will beat
them to market, or neither, who can say). But geeze,
drink your green tea and live healthy.
Computer off, going outside now!
By the way, Rick, if you're lurking, I'm down
ten pounds. Another thirty to go!
Good luck Infinity! You have a fine company and
some decent managers I think. Seems like a good
stock to hold, which I will do.
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