"Other comments, cgtk, I think it's way too risky to be long heading into the data. May even be a good short, but probably too unpredictable for me."
RKRW - very surprised by your comments here. Mgmt on the cc the other day seemed near giddy when talking about the upcoming data event (some time before the end of December). The trials are very well put together, the DSMB review went smoothly, BMY was willing to put some big bucks into this, and the better sell side firms out there (Lehman and Needham) love the story.
I'd really like to know what the basis of your statement is.
TIA