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Saturday, August 08, 2020 6:15:38 PM
You know I seldomly reply to posters like you but one or two exceptions sometimes make no harm.
Now my opinion: I think Les has been doing an excellent job by appearing in such "a low-end clown" radio show by conveying one simple data set that the top 100 patients have mOS about 5 years, and one or two side/"new" information.
Why that is so important because after the publication of blinded data only one updated blinded data was presented subsequently with increased survival data trend (well two points I should not say that is a trend, at least a trend needs three points)
Since then we have had no new update, even not a simple statement like such that indicates how many patients still live at a future specific time -- that makes me a bit unease in terms of my large existing investment and my intention to buy more.
So it's a big relief Les said/confirmed that top 100 patients had mOS about 5 years on 24 July, and then again last Friday.
As a result of his 24 July show, I have increased my position several times.
Investors regardless how committed need some fundamental insurance, either it's how top 100 perform or something else depending on individuals. It's the broken of information flow or "a substantially long quiet period" that make this investment journey tough, as least for me, and it's exactly the time when posters like you who can work the most effective to discourage investment.
So I very much appreciate what Les has said and I think he has been doing favor for our long-term investors, only whom can understand what exactly he has been saying.
Linda has a plan. In about a month, she will appear in national stage. Russ and Sully are lucky to have Les as of now.
You are absolutely right for one thing that he indeed does a better job than you do for the naked short "wolfpack."
[btw ex that 85% and 25% are not completely independent, they can overlap]
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