I hope I never buy into this attitude that seems pervasive here that if there's a bear case, the investment is a dud.
I have no opinion on the stock. I would tend to think the drug does work though, as we know anthracyclines are effective and presumably the PK benefit was easy to establish.
I would disagree with your view that posters must be on the "right" side of every argument. In this case, for me to disagree with the "we can do the numbers" crowd in no way implies I think the trial is unlikely to hit. yet you think it did.