It's not a amtter of right or wrong. It is a matter of what level of risk you think there is in a positive outcome. Objectively, the pivotal trial has higher risk than if the company ran a randomized Phase II trial first.
We don't recommend stocks. We provide research and leave it up to clients and their financial advisors to figure out what size position, if any, matches their risk profile and investment goals. If you want someone to tell you what to do there are lots of those services out there.
We've covered ONCy for a number of years and continue to do so.
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