Theriva Biologics Inc (TOVX)

[Ann1]

Really? How do we know this?

The PR said better by 32% at 24 months. I don't know the P-value here (we don't know it either for the 12 month mark) and these are topline results.

How do any of us know what the data detail will show?

This seems a huge market over-reaction to some folks claiming the primary endpoint failed. Nothing in the PR would indicate that.

I say a 47% at 12 months and 32% at 24 months would appeal to me if I were a patient. And I think it would appeal to Teva too -- coming off patent on Copaxone and seeing how this combo improves results.

I think those who were betting against SYN are really working it to make it tank. Looks like down is how it's going to go -- but I bet we see serious up again in the near future.

Holding on -- long and strong here.