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Re: Inoviorulez post# 11698

Thursday, 03/02/2017 8:32:59 AM

Thursday, March 02, 2017 8:32:59 AM

Post# of 232977
Completely agree that all that matters at the end of the day is whether or not the trials hit the primary endpoints. That said, I consider it prudent to keep monitoring that "noise" up until then to - objectively - determine whether it provides any value in assessing the probability of hitting endpoints. Otherwise, it's kind of like having the ability to bet on a football game at any point during the game, but choosing to place your bet prior to the game and then not watching.

Ok, maybe a bad example given that the last meaningful football game would have resulted in about 99% of folks taking the wrong bet by halftime! But the point remains that meaningful information can be gained from markets, otherwise nobody would watch the markets. Any information is money.

Here's to hoping for good news on those PE's so that the rest of it is, indeed, noise.
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