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Correction “seems to be on a perpetual slide”
Dcaf7, what are your current thoughts on KPTI? The stock seems toon a perpetual slide. Is there going to be dilution soon?
So, what is next for VSTM in terms of catalysts and results? Any upcoming data points? Is it now free from funding worries and free to focus on producing results? Tartia, your input would be appreciated.
If you read the recent book “for the blood and money”, you will find out that Miller actually had given up on motexafin gadolinium. He was starting the process to develop btki which they had licensed from Solera. At this point Duggan took control of pharmacyclics and insisted on not giving up on motexafin gadolinium. Duggan also replaced the board. Miller lost all control and resigned from the company and sold all his pharmacyclics stock and options. But duggan realized his mistake later on and hired staff to start the btk work. Miller was the brainchild of btki and he was the first one to know its potential. But he unfortunately didn’t benefit from the success of the drug and the pharmacyclic stock.
If the bio market improves then it could lift all bio stocks. It depends on the interest rate situation which wont change until early 2024. But if fed sends out some favorable signals to the market later this year, XBI could start rallying taking all the micro-caps with it. This may be a good time to pick up some cheap buys IMO. All depends on how things go with the economy. Good luck.
Antihama, what is the chance og going down that rabbit hole? More like 10% or 50-50 or higher than 50-50? I know this may be difficult to answer but I am just trying to understand if possible, how hopeful one can be. Thanks for all your informative posts!
Great analysis! Thanks.
Antihama, Any comments on current stock price at 7.70? We seem to be bleeding everyday.
Thank you antihama, for your insightful analysis. I have a quick question. What are the chances of getting BTD approval? Is this a very high chance like 90% or is this a tossup or a done deal?
Antihama, you said "With pozi, if we have to wait for the EU patients to recruit and mature before they submit a NDA, that would take us to 2022-2023 timeframe to see pozi revenue (but unlike Rolontis, pozi would see an immediate uplift in sales due to it treating an unmet medical need). So w pozi, it would benefit the share price greatly if SPPI could give us their regulatory thinking that would speed up that 2022-2023 timeline that one has to assume right now. ". Is this Pozi timeline something that has come to light just recently or it has been the case all along? I am just trying to understand whether you meant this as something that is causing the selloff? By the way we are making new 12 month lows in the last few days!
Antihama, thank you for your detailed thoughtful reply, Let me take some time to digest all that. But it is good to hear that your opinion about Spectrum has not changed. May be it is due to the market selloff at this point.
good luck on your kitchen project.
Antihama, what are your thoughts on the recent price action? What has really changed with the Spectrum thesis?
Certainly a significant piece of PR. It is moving the needle. Will stay tuned. Thank you.
Correction: stock is mildly bullish expecting this. Thanks.
Great! Thanks. Appreciate the response. I think the stock is more ldly bullish today expecting this.
@Antihama, is there an MDA presentation on pozi at IACR? Thanks.
Manipulating data? That's a serious allegation! But then CafePharma is often full of disgruntled employees and ex-employees. One has to be careful about any of those things being said there.
Thank you sir, @antihama
@Antihama, when is AACR and ASCO? Is Spectrum presenting anything? Thanks
Yes. Thanks. I did pick up a small position at 18.75 probably a bit too soon. But I think this may take longer to play out. Perhaps downside gap could close in a few days? Just wondering.
I sold my shares at 20.90. Couldn't resist.
Is there a chance that we will see some modest pullback? I would like to get back in if possible. Thanks.
Thank you, antihama and stugwins, keeping my fingers crossed
Thank you. That could be an important point to bear in mind in the middle of all this buying hysteria.
Thank you. But if PR and PFS are generally correlated, why would it not be surprising to see a disappointing PFS outcome? That is not clear to me.
Antihama, is the data on those two patients definitive or it could change after the Oct 18 results?