I do understand the distinction between the claimed MOA of bavi and other anti-angiogenic drugs. In theory it's a nice approach, but now you have to ask if the target is expressed in all tumor vascalature or only some? If only some, is that enough to make a difference? Most critically is it sufficiently expressed on the outer regions of a tumor (where the growth is happening) or just in the already-hypoxic interior?
My overall point was that any time you have a complex and novel MOA you are dealing with a higher risk of things not working out in practice.
Bottom line is that this theoretical stuff doesn't lead me to run out and buy the stock - I've just seen to many "neat stories" in biotech over the years crash against the rocks of reality.
Market Data 
Markets 
AI
