what are your thoughts. It seems cheap here. What do you think their liver cancer trial will show
ARQL is still a core holding for me as my thoughts on risk-reward have not changed. I agree it seems cheap here. Of course, cheap can get cheaper or stay cheap indefinitely. But I am willing to gamble here.
I am generally not one to gamble on Phase 3 trial results but, if ARQL valuation hasn't changed much, I would probably be willing to gamble on the P3 data if I'm still long at the time. The fact that there has been repeated OS benefit in high MET patients across separate and distinct trials and fact that management feels confident that the 120mg tablet dose results in similar exposure to the 240mg capsule that resulted in very strong OS data (stat sig) in high MET patients in the P2 HCC trial gives me at least some confidence. But, again, P3 trials are impossible to predict. I am hoping the stock will make a move in the interim, be it on news flow from their AKT inhibitor, FGFR inhibitor, or something else, and I can get out without having to gamble on the P3 data.
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