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Basin Street Blues

11/12/20 9:04 AM

#329555 RE: marzan #329552

$10bn is the right price, with approvable data and no revenue.

I used to think that any validation of L would of course lead to an uplift in the pps due to the potential of D, but I`ve grown more cynical , D has nothing proven which means we will get nothing ( additional) for it .

Approvable L with zero revenue is worth $10bn ish or $7pps ish... I`d happily take that.

Seeing the pps at $2.5 off the back of ONE HEDGE FUND buying does make me think $7 is easily achievable on day 1 post TLD .



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sukus

11/12/20 9:33 AM

#329569 RE: marzan #329552

I believe Dr Bala and others too that the confirmed (adjudicated) PFS and OS are correlated. So I believe the old end-points are met.
The new end-points were expanded to include recurring GBM which is brilliant and also to measure the placebo patients who crossed over to treatments imo. This expanded end-points are great so hopefully future trials can use historical controls. No patients is interested getting placebo..