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Friday, February 10, 2017 6:52:11 PM
It's a very big deal. If the FDA really did have a change of heart, that would be an enormous boost to confidence in the stock, just as it was perceived as an enormous negative when the hold was imposed.
However, it is very possible that the removal of the hold was as significant as the company would like us to believe, but because it is a reflection of the FDA's estimate, perhaps from a distance, of efficacy, it is a topic they choose not to attempt to address at this critical time in the trial. Maybe they don't want to walk that line. That is how us longs have rationalized much of the long silence, so it is just one more thing to rationalize. I would agree with that.
But that this is just a trivial detail... no.
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