Sesen Bio Inc (SESN)

[MaineMan5]

Agree - buyers are getting in here at low $2's in anticipation of favorable FDA meeting on the 6th. Waiting until after that may result in much higher prices as all signs point to positive news - Vicinium is safe and effective (Responders are approximately 15 times more likely than non-responders to remain cystectomy-free at 2.5 years, an important stat for FDA), it's simple to produce with high reliability, BCG is in short supply and expected to stay that way throughout 2019, Valstar was approved over 20 years ago and hurts good cells along with cancer cells (Vicinium only kills cancer cells), addresses serious disease with huge quality of life issues (if cystectomy has to be done). Granted fast-track designation. Nice TAM of about $750M in US and about $2B outside US. Institutions own about half the company.