Biotech Values

[dewophile]

but saw it as a NEGATIVE read through on 3019 BEFORE IPF data in 4-5 months

I think the trial is blinded, but perhaps the company has an inkling based on whether or not some patients have reversal of fibrosis since even though they won't know which arm, it is something that based on the natural history of the disease you just never see on placebo (or current SOC for that matter). In thinking about this more i agree w you. if they did hear that patients had better than expected responses in the ongoing trial they would wait to raise until after the data release if they needed money for china or expanding 3019 studies