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Posted On: 06/16/2019 5:44:58 AM
Post# of 330
Yes, maybe. But the COPIKTRA launch doesn't get enough traction and IMO probably has failed. PTCL and other combo trials might be too far away - with 40m per quarter burn, this will kill them in about 2 years or at least cause massive dilution. I am only holding because there is at least one Phase 2 readout from their other candidate, defactinib, in solid tumours. Low chance of success, but if one readout is successful, it might cause a massive squeeze.
Did you see the strong reversal in CRMD? Would be good if it gets back over the 50 and 200 MA.
Did you see the strong reversal in CRMD? Would be good if it gets back over the 50 and 200 MA.


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