I had taken a modest position on the theory any knowledgeable investor figured the ACCLAIM trial was going to be bust.
So I'm banking on SIMPADICO (peripheral arterial disease).
Looks like the market has assumed a "late breaking Session" is an indication of positive results. Two questions:
1. What's your opinion. Is this a good indicator? Or is it just a case that VSGN was able to get in by telling them final analysis would be available on that date?
2. Assuming it has a good result will a second be required?
Going to try to get a bit more, but am really tapped out.