Turtle, you always have interesting ideas. I didn't know much about NEOL or CDTP, but both are potentially interesting, particularly the latter, and I'll look into them further and will let you know what I think. We've discussed the others, I think. ARNA is bouncing around now due to hype and analyst comments, but nothing has changed fundamentally and I'm continuing to accumulate on technical dips. I've sold my ALXN and AMLN over the past month or so, so I'm sitting on a lot of cash right now, just looking for something to do with it.
Spana is pulling his usual stunt of over-promising and under-delivering, but I think KG is running the show so I'm OK holding the PTN I have. Once the phase 2b results are announced, we'll have a decision to make. I'm pretty confident the results will be positive and the stock price will react accordingly. The phase 3 studies will be relatively short (and he's talking about these repeatedly now that the phase 2b data are unblinded, which does suggest that the results are positive), with a 1 year safety study. So after the pop, the stock price will bounce around based on an expected secondary and possibly a ROW partnership deal. I may sell after phase 2b and buy back on a technical dip later, or just hold and sell on a later technical rise. Not sure.
I know RPRX as Zonagen and I'm not enthusiastic, because most patients with testosterone deficiencies are older men, and the problem of how to address testosterone without also provided a permissive growth factor for prostate cancer hasn't been resolved to my satisfaction. Perhaps half of all men age 70 or older have at least microscopic prostate cancer, as determined by autopsy studies, but most of these don't cause trouble. With higher testosterone levels, they might. I'm going to pass on RPRX.
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