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walldiver

05/31/07 7:31 PM

#3939 RE: egomaniakos #3938

I would imagine we saw massive short covering in the early hours, then more shorting as it went up into the low teens, and more shorting on the way down. If the company does not price their secondary ASAP, then they don't deserve to hit stat sig on the interim look. Raising ~$50mm now means that you won't be hammered down immediately before the interim data release. Raising >150mm now means you can restart the pipeline.
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poorgradstudent

05/31/07 7:32 PM

#3940 RE: egomaniakos #3938

re: 9902B

You can ask clark what he thinks, but i suspect the chances of success in 02B just went up (?) based on some people's expectations.

Somehow a trial enrolling sicker patients has a blended predicted survival (halabi) that is better than 01 or 02A.

Don't ask me how that happens.

And don't ask me what 200 employees do at DNDN when they have 1 trial running and practically no preclinical work.
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p3analyze

06/01/07 7:22 PM

#3996 RE: egomaniakos #3938