Yes, I've got a chunk of it. Bought in way back when the CRs were first described, the first of three or more planned chunks... you know the routine. Instead, it's been a single chunk that has hurt.
Slept in today, would have sold at first reading of the release. Ugh. And it's right there on my trading calendar, "SITC 4 a.m., EPZM, 5 a.m."
Need to move to London. ;-(
Twitter chatter (and AF's short note) pretty much tells the story. Company got that large market cap on the back of early CRs, and they haven't seen others in quite some time. Presentation, of course, could be more upbeat than abstract (with 4-5 months of additional data). But 5676 is not looking hot-hot, as it did in January.
edit: this morning's conf. call is archived.... 6438 data coming at "EORTC". |