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Saturday, October 16, 2021 9:12:20 AM
Whether investors understand the ins and outs of competing technologies is up to them. I have yet to see a Car-T or other oncology company send some executive out to say why their drug might not be threatened by competitors.
So while your comment sounds good to people on bulletin boards, it’s really not what you see generally happening with any company that I am familiar with in this space or at this level or even at a much larger level. When was the last time you saw Merck or BMY’s CEO explaining the differences and competitive advantages of their PD-L1 drug versus their competitors to investors? And those are fully licensed drugs, when was the last time you saw a company with pending Phase 3 data come out and make such statements? You won’t. Their results are supposed to speak for themselves.
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