CP, on your side of the ledger, there is no doubt, from my reading, that AF is rational and understood the PPHM data on survival in the 2nd line trial, and the mechanism of action for Anti-PS therapy. But what doesn’t jive is his rather irrational piecemeal attack on bavi trial results that he weaves through the article. They are mutually incongruent.
If there was untoward input into the coding errors, I would suspect that it was sourced from the short-sell-side industry that depends partly on the obvious negatively constructed e-zine articles.
Who are all the players in that scene, who knows for certain. I would be interested to know who was positioned on the morning of September 24th with fists full of dollars. Who were the big buyers on that morning? My guess: The ugly!
I don’t suspect BP so much. There were, I believe, several BPs who had been scrutinizing Peregrine's trial data. They all, certainly, had a full scientific professional grasp on the survival data and mechanism of the anti-PS platform. One BP should not find advantage over its competitors by engineering a coding trick. They should all be able to tease out the weight of the coding error from the mechanism of action and the tentative survival data. For them, it was just a delay.
There would have been a monstrous short term advantage to someone ready to buy on the morning of September 24th!
JMO
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