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Re: hotelbar post# 3760

Wednesday, 08/14/2013 4:00:28 PM

Wednesday, August 14, 2013 4:00:28 PM

Post# of 14688

PH II data comes out in the fall. stock should move very nicely from that. will use the interim to scoop as many shares as I can allow in my portfolio.

I anticipate PH II release to be quite positive.

then we'll see what partner they can match up with. then PH III will start. earlier in the presentation they mention that a typical study comparing against trastuzumab would take a pretty large number of patients. whoever it was suggested designing a trial that targets more at risk patients. this would allow for a smaller trial...which would cost less to do. the negative is that it may mean a more narrow FDA indication for use. not necessarily a bad thing. would mean the ball could get rolling faster.

also sometime during this time they hope that the stock will rise a bit to then maybe do a reverse stock split (they have that option in their back pocket). they mentioned that they would rather the stock be higher before they attempt something like that so that the split is not so extreme (ratio wise). the hope being that they can get back on a bigger exchange.

this is just my interpretation of what I heard. A lot of info was presented.

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