Flyonthewall.com has them meeting with Roth Capital in Boston tomorrow. Strange considering the proximity of 4 Roth capital locations in California to their headquarters in Tustin. Perhaps, a middle meeting point for a European partner?
They are overdue for news, IMO and have updated their corporate fact sheet to reflect a change in pancreatic and 2nd line NSCLC data maturing recently. The changes are specific if you know what to look for.
The one crazy possibility I would consider here is that the FDA has a new breakthrough designation. VRTX has received 2 of the 3 designations given. The 3rd is unknown. Interesting read here about it:
If PPHM receives this designation (which they probably would have already without an unfortunate coding error by a vendor in their 2nd line NSCLC double-blinded placebo controlled trial that showed a doubling of survival) the stock will be at $20PPS overnight IMO. Binary events coming...good or bad is the only question but I give it a month tops before we know.
They're also slated to speak at the Cohen conference in Boston on March 4th. No way, IMO, the CEO gets up in front of investors (considering the past egg on his face) without something new to talk about. GL
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.