Vascular Biogenics Ltd (VBLT)

[davidal66]

Reading through the tweets, he doesn't qualify.
1. Data ridiculous.
2. Israeli companies are basically are all scams.
3. Dror the ceo is a slime and the drug is garbage.
4. The company had a botched IPO a few years ago that was rescinded, then they went public again.
5. There was censoring to the left of the median OS in the ovarian trial on the poster.

The last point was the only specific one mentioned. The other critiques by Adam have lack of specificity.


I also like a good bear thesis as to not cloud your judgment. But I don't see it with Adam. It worried me for a while, but I just don't see the meat behind his critique. The thing is this, VBLT is working at cancer in a way that nobody else is doing. A viral delivered, anti-angiogenesis drug. Maybe he thinks that good science only comes out of the biotech hubs of Boston or San Francisco, not some micro cap out of Israel.

Bottom line: on points 1-5, I think Adam F is wrong.