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Re: antihama post# 2524

Friday, 03/01/2019 12:53:55 PM

Friday, March 01, 2019 12:53:55 PM

Post# of 3283
As always excellent detailed analysis. We agree financing somewhere around mid-2020.

The elephant for me is Poziexon20 cohort 1 data reveal in 4th quarter.

If results are stellar (in eyes of the market), all will be well. If they are not, I think the PPS will take a major hit and they will be raising money in that environment.

Rolontis is a side-show until there is revenue clarity.

It bothers me that SPPI does not plan to show any data until 4th quarter.

TGTX just announced interim ORR data on a MZL pivotal trial.