No other information of any significance. Pretty much the same as the Rago update, with no new information. That is why the stock got slapped today.
This is the same prediction that you have been repeating very regularly for some months now. I don't think you are right about this. I don't believe that it's going to take many months to get topline data. I think there will still be buying interest after ASCO and longs will not suddenly lose patience and sell out of disappointment at not getting more from ASCO than whatever we do get. I think that the stock will remain fairly buoyant at about the same level as now. But even if your post ASCO scenario were very likely, - do you think that this only suddenly occurred to somebody or bodies today?
IMO that is hardly likely. The stock dropped today in a very poor market when 400k shares got dumped within a 10 minute period in the early afternoon. Given a trashed market, I think it's much more likely that some punter got hit with margin pressure. Given a 100% reduction in margin debt on sales of this stock since it isn't marginable, this was an easy choice for forced sale to raise cash to relieve margin, either through forced sale by a broker or voluntary sale by a punter. I'm speculating, of course, but that makes more sense to me than one or more sellers having a sudden freakout because ASCO is approaching, and suddenly dumping 400k shares. When you gotta sell, you gotta sell and losing .01 on 400k shares isn't a huge amount so maybe the very hasty selling was not remarkable, but IMO tying the 400k sale and drop in pps today to your oft-repeated thesis is a case of fitting the data to your theory and not the reverse.
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