I assume that I am the "supporter" of TTF. That is what happens when people see in black and white and you are a light grey.
. I think the evidence on TTF suggest efficacy, but is very thin. I would have liked to see the drug side of the FDA (not devices) evaluate it. Devices tend to look for failures and not the efficacy aspect.
. I think their adds on 5 year OS of "complying" patients is pure crap. Post hock cherry picking is easier than finding Easter eggs in a lawn sowed for 3 year olds. The FDA should smack them, but they are still licking wounds from lawsuits like AMRN's.
. I do see reasons why the market cap is where it is. Still pricey, but not unreasonable. People are betting on the follow on indications that read out over the coming months/years. And they do have actual revenue to support the expansion effort.
. I disagree with the attack on Stupp.