Biotech Values

[Titan V]

When the chief clinical officer for two years leaves / is replaced a month before supposedly big data for the company, you know it’s a big red flag. Have been out of this stock for months now thankfully but feel bad for investors.

Other red flags:

—Using a “we are seeing great results on Tavo (monotherapy) alone” narrative in recent weeks when their main trial is a combo trial.

—Announcing an ATM funding agreement two days before data(!)

Not sure why they chose to present premature data that is worse than their previous data on predicted nonresponders. Being absent from SITC would have had a smaller hit on SP than presenting this data. The things said about O’Connor have been spot on.