He is an admitted short, and his information is false. They have many drugs and studies in the pipeline, the Phase 2 showed significant improvement over Sunitinib mono-therapy, and a CLDX Phase 3 for GBM was stopped early last year for futility even though it was safe. Go to the ARGS website and review the latest presentation and conference calls. Very open and detailed.
I'll wait for the Feb read-out before investing. I still have not done much research on it. I may miss a big upside but given the current MC, I think I can wait a bit longer.
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