Biotech Values

[rfj1862]

I really can’t embrace any company in the pancreatic space. So difficult of a space with the road littered with failures. Hopefully, someday....

Agree thoroughly...but the pancreatic trial is a "bonus" on top of hematologic malignancies.

I don't think they deliberately set out to go after pancreatic. I think one of their investigators just figured why not try it given that these patients have zero options. And they clearly got some sort of efficacy signal since the trial rapidly expanded.

I don't know what the ASCO abstract will say given additional patient data; I'm cautiously hopeful.