Replies to post #217 on Equity Field Notes from temporal sources

[DanWebzster]

INFI recently showed progress by presenting encouraging data at ASCO 2018

The bull case for INFI revolves around the possiblity of an effective combo therapy with Opdivo (nisolumab)

The ASCO data showed that IPI-549 in combination with Opdivo showed 40% durable disease control in Adrenocortical Cancer

In addition, VSTM will owe INFI a $22mn payment if duvelismib gains PDUFA approval in 10/18.

With this payment, INFI would have a cash runway into Q4/19. Without it, they will only make it thru Q1/19.