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Re: Phantom Lord post# 28041

Thursday, 08/01/2019 6:30:50 PM

Thursday, August 01, 2019 6:30:50 PM

Post# of 34624
Almost all biotechs at this MC range go through wild gyrations in SP for no good reason. Here we have clear evidence of efficacy in lymphoma with 5/15 durable CRs in heavily pretreated patients. Amazing really. This correlated with expansion and antigen/epitope spreading.
Same with the responders in in the PC trial, though IMO the PC data is has not yet reached absolute certainty with regard to efficacy, as opposed to lymphoma where IMO it has.
All this with no Multi-TAA adverse events. Also Amazing.
I'm not sure what it will take for the market to decide this is the real deal. Obviously we're not there just yet. Maybe one or two more CRs in PC will do it? Maybe the market just doesn't believe you can have a treatment that works with no side effects. I mean all drugs are poisons and you have to balance dosage between therapeutic effect and toxicity. How can it be that Multi-TAA has no side effects if it is working? Maybe that's part of the source of skepticism.
Biotech stocks at this stage really can't be valued in the traditional way, so we expect huge volatility and SP manipulation. Only when it's clear to almost everyone that Multi-TAA works as advertised will we see the rapid and sustained rise in SP.
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