I strenuously disagree with “Matt” (the author of the blog linked in #msg-161834361) that the conversion rate from dry AMD to wet AMD is a matter of small consequence because wet AMD is “treatable.”
I do agree with Matt, however, that ISEE’s dataset is weak and GMTX’s approach is hard to evaluate at this stage. The threads including #msg-140167648 and #msg-152020152 are pertinent to this discussion.
I have no position in any of the four stocks mentioned in the blog.
p.s. What is Matt’s handle on Twitter?
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”