News Focus
News Focus
icon url

skitahoe

11/18/22 9:44 PM

#535360 RE: Doc logic #535350

I will admit not reading the JAMA report from cover to cover, much of it would be Greek to me anyway. What I don't believe has been covered to date in any depth is the status of the survivors. All who're still surviving are now over 7 or 8 years, I'm not certain, from entering the trial, some may have survived over 15 years. The question is, are these people still fighting the disease, or deemed to be in complete remission, but monitored, or considered cured and no longer undergoing anything more than an annual physical. I don't know if such information could be presented at SNO, but if not I hope it will be presented at some time.

Years ago, as I remember it, the company had several long term survivors in their appearance in the Experts Theater at ASCO. Now that we've got the Journal, I believe the company will announce the Annual Meeting shortly. If they wished to do a presentation including patients it would make for a very different Annual Meeting, but that is unlikely. What I believe they could do, and others do somewhat routinely, is host a Science Day, an opportunity for investors to hear from the scientists, and I believe patients could be included in such a presentation. The Science Day doesn't take a full day, normally it's an hour or two, Analysts and some investors may be permitted to ask questions, though most are logged into a webcast where they can just look and listen. I think it would be money well spent in sponsoring such a webcast.

Gary
icon url

thermo

11/19/22 7:03 AM

#535429 RE: Doc logic #535350

Thanks Doc.

I confess I was expecting the post JAMA bear argument to shift to something else. There’s always a ‘something else’ so why not make that kind of argument?

I find conversations with those that disagree with me to be more interesting, so I’m happy to engage. But I also I know if I was short this stock based on a data dredging argument, I’d be feeling things are lining up against me. I personally know many of the best-known investors on the planet and they’re all willing to change their minds when presented with evidence.
icon url

attilathehunt

11/19/22 2:22 PM

#535649 RE: Doc logic #535350

The global solid tumor cancer treatment market was valued at US$ 121.3 Bn in 2018 and is expected to reach US$ 424.6 Bn by 2027, expanding at a CAGR of 15.0% from 2019 to 2027.

40B buyout seems low considering the above