Biotech Values

[JJM760]

Epic trial has become more of a binary event

That is one place that you and I are in full agreement. I/we have been blindsided by Berger a few times now. Black box, CHMP limited label, financings when we were promised no financings, etc all have me thinking about the Epic trial ramifications. Don has opined that Berger has a blind spot when it comes to these things. He is the founder and he might not be as objective about his baby as the next guy.

I prob will not be willing to hold such a big position through epic results this time. Reward will be huge for those with the cajones to hold, but catastrophe is def a possibly as well. The pps will get slaughtered.

Somewhere along the line I will prob lighten up again.