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longfellow95

05/21/19 7:28 AM

#228253 RE: flipper44 #228249

It's a curious control arm in Toca 5, because there still isn't an established SOC for rGBM.
So it's investigators choice of TMZ, or Lomustine, or Bevacizumab, compared to the Toca regimen.
So, in effect, there are 3 different comparators.

And it will only test outcomes in resectable rGBM.

No Q of L comparisons listed in outcome measures, which kind of surprises me.

JerryCampbell

05/21/19 10:31 AM

#228275 RE: flipper44 #228249

Blackrock is also a top 3 shareholde for Biogen, Merck, and Bristol Myers.

It has nothing to do with liking health care or that particular company. It is because Blackrock is a top 3 ETF player.

Tocagen is mainly held in:

iShares Russell 2000 ETF 422,207 Mar 30, 2019 1.78% 4,589,390

iShares NASDAQ Biotechnology ETF 236,506 Mar 30, 2019 0.99% 2,570,820

iShares Russell 2000 Growth ETF 159,360 Mar 30, 2019 0.67% 1,732,243

Any of that look like active management? No, all passive. Connecting that to Cognate is nonsense.

maverick_1

05/21/19 4:11 PM

#228368 RE: flipper44 #228249

Blackrock is Tocagen's number one institutional shareholder. re flipper


IMHO meaningless when you put it in the proper context:

BlackRock
Investment management company

Description
BlackRock, Inc. is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager with $6.5 trillion in assets under management as of April 2019. Wikipedia

BlackRock has 4,869 stock holdings: (includes INTERNATIONAL publicly held AND has the typical 14% Health care exposure)
https://www.nasdaq.com/quotes/institutional-portfolio/blackrock-inc-711679

A year and a half ago The Wall Street Journal said this:

Where Have All the Public Companies Gone?
There are 3,671 domestic listings today, down from 7,322 in 1996. Investors can feel the difference.
By Jason M. Thomas
Nov. 16, 2017 7:10 p.m. ET

The media and the public pay a lot of attention to broad stock market indexes, but many of the most well-known measures aren’t what they seem. The Wilshire 5000, for example, contains roughly 3,500 companies. There haven’t been 5,000 domestic stocks to include in the index since 2005.

The number of public companies in the U.S. has been on a steady decline since peaking in the late 1990s. In 1996 there were 7,322 domestic companies listed on U.S. stock exchanges. Today there are only 3,671. Easy access to venture, growth and............


https://www.wsj.com/articles/where-have-all-the-public-companies-gone-1510869125

AND Flipper says this:

Blackrock's connection to Cognate seems less coincidental to me now.
I've never entertained that thought.......... unlike others here.

My views on this coincide with that of biosectinvestor.

DIFFERENT STROKES FOR DIFFERENT FOLKS