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Re: Keithz post# 75527

Thursday, 07/19/2018 9:52:46 AM

Thursday, July 19, 2018 9:52:46 AM

Post# of 108192
That is a ridiculous statement.
Did you mean the competition valuation should help improve our valuation? It might have helped once during Adro IPO run up, but not since.
The sad reality is that the competition can leave us behind thus making us less valuable and less desirable. Over abundance of the checkpoint combo trials has made the landscape very challenging. It led the big boys off the hook to sign lucrative contracts with cash upfront. They just supply a drug. For free. And wait for data. What makes you think that similar shift is not occurring in the neoantigen therapy area?
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