Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Per Elle Investments, Spectrum's an asymmetric risk/reward stock! Their web page discussion on “Adaptive Harvesting” is interesting but this quote was most interesting

Even though the storyline behind each of these types of investments is different, they all have something in common: they share an asymmetric risk/reward profile. They are great bets with very favorable (mathematical) expected values, albeit some may have high risk as a stand-alone bet (many companies in the biotech space have this characteristic).

Just like the longs invested in Spectrum, Elle Investments gets it. And BioSci Capital Partners gets it. From their SA article back in June

In all, I maintain my strong buy recommendation on Spectrum Pharmaceuticals with the five out of five stars rating. In refocusing on growth, Spectrum got rid of its product portfolio. This allows the company to devote its efforts to the cream of the crops molecules (poziotinib and Rolontis). As 4Q2019 rolls in, I expect robust data for Cohort 1 of the ZENITH trial. The strong prior data should translate into more positive results. As a ramification, it'll enable the company to file for an NDA for accelerated approval of poziotinib for NSCLC with Exon 20 mutation. Furthermore, Cohort 2 has a very good chance of delivering excellent results to enable growth by label expansion. That aside, Rolontis will add more flavor to this cake.

It's just a matter of time before more 'Get it'.