Good comments from everyone. Like others, I'm busy right now. The Direct news from today was very uplifting.
The L news was difficult to discern, but I will listen to the webcast at least one more time.
Ultimately, I simply do not believe that people understand Direct will be used on operable and inoperable cancers….period. This places a very heavy burden and responsibility on Linda Power's shoulders.
I think the longs have a nagging feeling they should not mention this (which is not the right feeling to have IMHO). I think the shorts do not mention it because they think they can play this until ASCO (which is greed talking.)
Let's look at a very different example.
Let's imagine Moses in such a dilemma. Everyone has been told the route out of the wilderness is such and such. However, while Moses thinks this may be true, it could mean far more time in the wilderness than followers anticipate.
What Moses secretly believes is that 5/8th of the way on such and such route, there will be a fork in the road. While Yogi Berra says "take it," Moses believes that only then will he be able to determine if he must select the "road less traveled."
Devotees have so set their minds on the planned route that an alternative, even if far superior, will be hard to digest. Moses knows more, but not enough to his liking.
People!!! Linda knows Direct will make L moot if it is as successful as many of us believe. How would you handle this in terms of setting expectations when you have already achieved L access to those who can get it in Germany and Israel (and trials in the United States and Great Britain)? Where would you place your resources, and in what way would you respond to detractors who beat up on L?
Would you pour more resources into the foretaste (L) of the feast to come (Direct) ? Or would you be very careful in setting expectations toward one or the other?
I think this is where Linda finds herself.
We are at the crossroads. Robert Johnson may make deals with the devil, but Linda Powers is instead shepherding us through the storm. Ye of little faith.
Biotechnology is not for the faint of heart.
(Believe it or not, I do not ascribe to a particular religion.)
Respect Risk. Conduct Your Own Due Diligence. Manage your assets wisely. Diversify.
