Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Some afterthoughts on my comments yesterday.

Rereading what I stated, I think I was picking on the Analyst’s for not delving deeper into what SPPI presents. Looking back on that, I think I’m too harsh on the Analysts. Yes, it’s frustrating that they don’t dig deeper but I think I read somewhere that Analysts are invited to meetings at the discretion of the company. Not sure how true that is but at the very least if they are looking to get some business from the company that for sure won’t happen if you give company management a rough time at these quarterly’s. Thinking about it, I’m more inclined to give management much more fault for not being more open and honest when they discuss these half-truths but still is frustrating that better Qs aren’t asked.
Second, regarding using autologous HSCTs and melphalan on the sickest MS pts (20,000), well that almost triples, not doubles, the # of pts that would be able to get Evomela if it became the ‘per label’ drug for that use. And while the reference I gave yesterday did not use melphalan this other P2 study with similar results did.