Biotech Values

[BTH]

Agreed on tivantinib being an active drug. Question relating to the stock is: do you average in here, or wait until this thing gets whacked some more due to EOY selling for tax purposes (this is gonna be a big harvest for this name). With +$100 million in cash, and a marketcap around $150M, if you have time to wait (and a lot of time), this market-cap level (and lower) is very compelling. But, it's Deadsville money for a long time.

Just can't have any more sloppy/lazy trial designs. It's a shame; they probably could have really had a good result here had they done a better design with a more specific patient population.