I spoke with DI today. This past week was a tough week and I lost much of my confidence after not selling some of my position at the high. I am happy to say that after our chat it is at least partially back. He didn’t share any truly new information but when you hear the company representative repeat much of what anonymous message posters post it takes on a different meaning. They definitely think that last Tuesday was largely malicious in etiology, as evidence by the “attack” starting even before the data was out, by the large number of MMs (15) involved that day and by the markedly increased interest for borrowing shares. He did say that the talk, journal article and ASCO were on separate parallel tracks and not necessarily related. The article could come out tomorrow or in weeks, it is not tied to ASCO (my interpretation, ASCO may not be the big moment we are waiting for). Once the journal is out they will be free to talk a lot more. For now they are in damage control mode including getting the fake articles taken down (check) and even corrected. The clinical trials update is a nothing burger and meaningless. The end point change has been publicly known for a long time. They submitted the update on the day of the presentation just as a cleaning up kind of thing. It has nothing to do with the share price or the journal article. It’s meaningless. The data is outstanding and drugs have been approved on less. He considers this investment derisked. They have heard nothing but positive feedback from clinicians. Their ultimate goal is bringing this treatment to market, whether that starts in one country like the UK or not. They have been working on multiple parallel tracts these past months and when they have something concrete they will share it. If I remember anything else I will post again later.
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