Friday, September 02, 2016 10:29:48 AM
OCRX:
A couple more very high volume days and no 13D filings. I was part of the high volume
(2 days ago on the buy side about 40% increase in position). With the futility analysis/sample size readjustment indicating nearly 2 day benefit seems like a good risk reward here with EV in the ~25M range plus not to mention oral data not too far off (hopefully they have the formulation issues all figured out now).
A couple more very high volume days and no 13D filings. I was part of the high volume
(2 days ago on the buy side about 40% increase in position). With the futility analysis/sample size readjustment indicating nearly 2 day benefit seems like a good risk reward here with EV in the ~25M range plus not to mention oral data not too far off (hopefully they have the formulation issues all figured out now).
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