seymour, my take on today's action, like most similar announcement days with an initial pps spike, and then a tumble off the cliff, the news on that Bavi did not significantly tilt the median months of survival when it's used for advanced pancreatic cancer. As we've been reminded here ad infinitum, "median" is when half the test population dies. That does not speak to the characteristics of the surviving half of the test population. One current bone here being bounced from hound to hound today is what SK meant by a disconnect when speaking of the trials. Only a sentence or two before using the word "disconnect" he alluded to pancreatic AND lung cancer Bavi trials. A sub-plot in "disconnect" could be that the numbers today on pancreatic showed an amazing 50% increase in response rate over standard of care, but yet only about 8-10% longer mediansurvival. It seems more likely today than yesterday that Bavi has an anti-cancer mode of action, and (unsaid)probably prolongs the median 1/2 life of the remaining half, etc, possibly to "cure" in a lucky very few, depending on tumor microenvironment, stage, host immune system, where the metastases were, how large each, etc. etc. etc. Interesting, this pancreatic trial was safety-related, and I did not see any of the safety numbers, if they are out. Today's trading illustrated the increased "institutional" money interest in PPHM, with huge blocks trading on the buy side, and one large PPHM investor significantly increasing his holding. Some here think there is a large China/Russia effect in treading. The former is more conversant with PPHM's Cotara, the latter country, Russia (and India) should have a good idea about Bavi since those two countries hosted initial Bavi trials, and there are probably some survivors there. China, of course, holds the secrets of Cotara for lung cancer. My idea is to use both PPHM agents for lung cancer, and eventually I131 or tTF rigged to one of PPHM's active arms. Today some unrealistic dreams were broken, but that's the stuff of reality, huh.
