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Re: rmarc post# 76924

Friday, 08/03/2018 3:19:12 PM

Friday, August 03, 2018 3:19:12 PM

Post# of 108192
I'm willing to bet dollars to donuts Ken has something lined up with HOT for NSCLC. They were very specific in that construct and im counting on their DD to prevail. The question then comes down to how much money, if any, he'll get for it. I personally dont see how HOT is more valuable than NEO as it just doesn't make sense that personalized treatment can be less valuable than an off the shelf one, particularly over time as costs diminish. There is value to instantly treating and initial cheap administration for sure, but how much? He needs to announce something before the Sept call. Clock is ticking and the HOT trial needs to be funded considering they have 9 more to go...

Or just sell the whole Company/HOT and lets move on.
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