Top O' the Theoretical Thursday Mornin Peregrine!!!!!!!!
...but what happens if the Judge allows this to proceed?
PPHM goes down...PPHM goes up...PPHM goes down...PPHM goes UP...MAJOR NEWS = MAJOR DOWN OR UP.
It's that easy.
All we can do is theorize and stand back trying to see the forest through the trees while also trying to put together a huge puzzle.
If the APP is as advertised and the PIIb data is playing out in Sunrise and Bavi + Yervoy in Melanoma is the reason MSK signed on then we are on track to hit the target.
Steve King has a target NOT a TRACK. Call it semantics...I call it the "targeted number of survival events" and ongoing tracking by the DMC ensuring the "INTEGRITY", safety and futility or efficacy of the trial. Peregrine has the DATA from the phase IIb trial. The numbers are known...kinda.
Avid is more than doubling capacity. There is $40 Mil backlog. Avid did $9.3 MIL last qt.. Is that current max? Say MAX is $10 MIL a qt(this is 3rd party not BAVI) Yes, 4 qtrs times 10 = $40 mil.
Does more than doubling Avids capacity = $80 plus million available "now"? 3rd party only.
Own it now and never worry about when or wait and watch and post and watch and wait and post. Trading a block and holding a core is my personal angle as far as PPHMs' path.
Open Label Trials are "reading out" before their eyes and the new FDA guidelines regarding "surrogate endpoints" will allow our "new collaborations" in many indications and combinations to lift the PPS in the right direction over the next 5 months... Say it with me..... 5 Months...... Do you think PPS is fairly valued right now? Can it get worse? Can it get better? Which is more probable at this point?
Could the direction amplitude be ASTRONOMICAL? Which way has further to go?
Best of Luck and Data and I hope Sunrise does play out longer than expected as long as it's not because of enrollment!
It would be nice to know why Chris is no longer with Peregrine. I hope it was on good terms.
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