Replies to post #169556 on Biotech Values

[mcbio]

While I think caravon is a little too negative (-g-) about the management, that oopsie is pretty bush league and lends support to caravon's view.

Sure, I respect the questions on management. There have been numerous missteps in tivantinib clinical development program. However, I hope that the latest revelation gives some hope that 120mg BID dose will still be sufficient to have enough efficacy in ongoing P3 HCC trial (and hopefully still reasonable safety). All told, with an EV of less than $50M, I'll continue to hold ARQL here, for better or worse.