Replies to post #110 on Equity Field Notes from temporal sources

[DanWebzster]

DVAX released Ph1B/2 data from its melanoma study.

At best, the drug's value will be as a combination therapy

More data will be released at ASCO 6/1-5.

For now, everything rides on Hepislav commercialization efforts.

The likelihood is that operating costs will be ~ $160mn for 2018. As long as Hepislave revenues project out at less than $40mn, this is a probably a short candidate.