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biosectinvestor

11/14/23 6:17 PM

#647587 RE: learningcurve2020 #647583

Nope. Real investors looking for opportunities do that analysis. Analysts are nothing more and no, these companies do not generally themselves put out share predictions or revenue predictions pre-approval. Those are no nos and I’ve only ever heard of shady companies doing that.

The sales pitch for L is going to be extremely compelling. This is a patient category that has had only death sentences, now having a systemic treatment that by itself creates a substantial long tail of survivors, and the average is not representative because you have certain categories of patients who live much, much longer. And we know some have lived long enough to effectively be declared “cured” and nothing like that exists.

When they get to do combinations, poly-iclc and then Keytruda, we are seeing incredible expansion of patients who live longer. In one arm if the most recent paper that us submitted to Nature, we see 100% of that one arm living beyond 9 years, i believe with no recurrence but definitely still living. We see other arms with over 50% with similarly long life and across the board we see an incredible improvement in quality of life, patients going to a doctor's office and getting a shot with, compared to other kinds of oncology treatments, experiencing virtually no side-effects.

No one would expect an anonymous short to state the honest benefits of treatment they are shorting. The great thing about longs is the company has a limited pool of people and if we were promoting lies, we know we can easily be discovered because it is a small pool of names.

Short posters likely are hired, and even if they are known to their brokers, wherever they are in the world, they are a much more nefarious lot who believe they are untouchable.


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skitahoe

11/14/23 6:23 PM

#647589 RE: learningcurve2020 #647583

LC, even with a BP paying the bill for a new trial or two, how many patients do you think we be in the trial. Now how many people are diagnosed with the disease, and how many have already had their tumors properly preserved in hopes of vaccine approval. I think it's clear that the overwhelming majority won't be in the trials, they might want to be, but the trial will be a drop in the bucket compared with the numbers who'll want treatment.

Gary