(Total Views: 439)
Posted On: 01/22/2021 11:12:48 AM
Post# of 148899
I'll play along as devil's advocate with a recap of an exercise my friend and I participated in arguing the pros/cons. Almost everything that has transpired in the last year or so can be taken as positive/ negative with equal basis.
- DSMC recommendation to continue trial with no changes. While this is likely good on the surface, the amount of weight pumpers have given this does not take into consideration the primary goal of DSMC is to make sure the drug is safe (an undisputed fact for LL). Primary endpoint being mortality reduction can be trending that way, but who's to say if 5% reduction would suffice no change, let alone the 50-60% #s being thrown around.
- open label extension. Again, good on the surface, but also known to be a marketing ploy.
- lack of mortality data release (and OLE feedback). It's locked, but surely that's the easiest # to see. We can all do the math with those early identified numbers.
- Nader's timeline issues
- every country on the globe being named as a potential suitor. USA is our primary customer. Always has been, always will. Name dropping countries and then blowing it off is a NP habit.
- uplist. Good news and revenue will make this happen. Those unsure can definitely jump in (albeit while on a rise) at a heftier SP.
Bottom line this stock (like all others) is a 50/50 gamble right now and not everyone has the funds or cajones to stomach the ride. That, IMHO, is why some sell.
- DSMC recommendation to continue trial with no changes. While this is likely good on the surface, the amount of weight pumpers have given this does not take into consideration the primary goal of DSMC is to make sure the drug is safe (an undisputed fact for LL). Primary endpoint being mortality reduction can be trending that way, but who's to say if 5% reduction would suffice no change, let alone the 50-60% #s being thrown around.
- open label extension. Again, good on the surface, but also known to be a marketing ploy.
- lack of mortality data release (and OLE feedback). It's locked, but surely that's the easiest # to see. We can all do the math with those early identified numbers.
- Nader's timeline issues
- every country on the globe being named as a potential suitor. USA is our primary customer. Always has been, always will. Name dropping countries and then blowing it off is a NP habit.
- uplist. Good news and revenue will make this happen. Those unsure can definitely jump in (albeit while on a rise) at a heftier SP.
Bottom line this stock (like all others) is a 50/50 gamble right now and not everyone has the funds or cajones to stomach the ride. That, IMHO, is why some sell.
(3)
(0)Scroll down for more posts ▼
