Thursday, January 17, 2019 1:06:56 PM
I continue to believe that they know the Zenith20 cohort 1 ORR and that it's great. My guess is 60% +/- 10% is likely and 70%+ is possible. I think the SD will be close to 100% and the mPFS will be 8+months.
JT seem extremely confident in their ability to position and sell Rolontis. He claims that their models always included up to three generics.
From what we know only a major miss-step can derail us-possible (witness the BTD), still unlikely.
In any event this just got a lot more interesting and REAL.
One year from now SPPI is going to be a whole different company.
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