Why not crush the opposition? CEO gives new details about response to K: what the heck??!!??? Why not say one word about the higher doses. 4 of 9 stable disease at doses up to 450 for ovarian CA. He knows the data for the higher doses so why not say anything about it? If there was good data, then he could crush these shorters like bugs and the stock would fly. How about, with higher doses we saw better responses, and we await further information . If he can talk about the earlier doses then why not talk about the higher doses? Because those patients have not had their 6 month scans? Because the data is not so good? I believe it is the latter, and that further benefit will have to wait for more aggressive regimens, like 1000 3x week?
We need to answer: why this missed opportunity to tell a bigger and better story?
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