Biotech Values

[DewDiligence]

>>But they obviously tried to play games with the PR of this trial, and the market is punishing them for it.<<

Sooner or later, disingenuous behavior has a way of getting punished. In this case it’s sooner.

Whether the small DNDN trial had statsig survival or not, it’s yet another case where there was at least a strong trend in survival without a commensurate benefit in TTP. Until Randy brought up this issue vis-à-vis YMI, I hadn’t realized just how commonplace this kind of split outcome is.