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Re: A deleted message

Friday, 04/24/2015 1:25:45 PM

Friday, April 24, 2015 1:25:45 PM

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Volgoat, it's the exact same principle. When another FDA approved treatment comes along, the other trial results in that indication not using the new SOC become, at the very least, at risk of commercial success in some cases at risk even for approval.

Why did PPHM not pursue pancreatic after good HR results? In their words, it was because recent data was going to alter the landscape of pancreatic cancer treatment so their trial would no longer be meaningful. You can't pick and choose. It's all contingent on the data. It may be a non issue, but it's a very legitimate risk to the approval of bavituximab if the data are strong IMO.

And with analysts expecting a full FDA approval for BMY this summer it really could change the game. Don't shoot the messenger as "spewing BS". This is a fact about a BP having an immunotherapy trial in an indication that we are currently pursuing stopped early for a survival benefit. It could be our worst nightmare come true. Choosing to ignore the risk reminds me of those trumpeting pulling out of Vienna in 2012 as the sign of a merger. This time around, my eyes are open.

I've been wondering why there has been over a million shares to short on Interactive brokers for the last 3 months. The open label nature of that BMY trial might be the answer.
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