I spoke with the Guggenheim analyst a few days ago.
As you imply, OTLK has submitted their first regulatory filing where NW is obviously about to. Valuations of both stocks reflect a lot of skepticism around approval.
The Guggenheim analyst's read is that investors place a low probability on OTLK's BLA approval. But he and I take the opposite view.
It's hard to get good valuations in bear markets ... people get worn out and find it hard to see the positives.
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