Interesting posts. It seems we are all speculat
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Posted On: 07/28/2020 5:54:38 PM
Interesting posts.
It seems we are all speculating on what will happen.
There is a fact with any investment in biotech: there is a day where the trial results will be announced. And another day where the PDUFA meeting takes place.
Both events are normally big catalyzers for the stock price to move one way or another. Sometimes PDUFA outcome is a foregone conclusion as the data is compelling.
Some sell prior to the announcement some others (me included) take these days "standing".
There is no way around it, is just the name of the game.
However, we are all taking rational decisions: we believe in the science, we have already data from previous utilizations of Leronlimab.
There is a paper where the MOA is explained by former head of virology of Stanford (Dr. Patterson) supported by relevant measurements, the most stunning the reduction of plasma virologic load at day 7 (and further reduction at day 14 according to post-reports).
There are at least two more independent papers mentioning CCR5 as a therapeutic target for COVID-19
Doctors at three different hospitals have used it with good results.
We have safety data from M-M indicating less SAEs in the drug group a compared to placebo.
We know the drug is safe in other indications and many patients.
As far as Risk/Reward this is as good as it gets (unless, of course, one knows something from "inside"
.
Is this riskless ??? Nope. There is the possibility that safety and previous measurements and outcomes don't translate into clear statistical results.
The conference of Thursday will almost certainly address the efficacy results of the M-M trial.
The time has come; I dare to say that we (longs) are well positioned to succeed as Leronlimab works.
It seems we are all speculating on what will happen.
There is a fact with any investment in biotech: there is a day where the trial results will be announced. And another day where the PDUFA meeting takes place.
Both events are normally big catalyzers for the stock price to move one way or another. Sometimes PDUFA outcome is a foregone conclusion as the data is compelling.
Some sell prior to the announcement some others (me included) take these days "standing".
There is no way around it, is just the name of the game.
However, we are all taking rational decisions: we believe in the science, we have already data from previous utilizations of Leronlimab.
There is a paper where the MOA is explained by former head of virology of Stanford (Dr. Patterson) supported by relevant measurements, the most stunning the reduction of plasma virologic load at day 7 (and further reduction at day 14 according to post-reports).
There are at least two more independent papers mentioning CCR5 as a therapeutic target for COVID-19
Doctors at three different hospitals have used it with good results.
We have safety data from M-M indicating less SAEs in the drug group a compared to placebo.
We know the drug is safe in other indications and many patients.
As far as Risk/Reward this is as good as it gets (unless, of course, one knows something from "inside"
. Is this riskless ??? Nope. There is the possibility that safety and previous measurements and outcomes don't translate into clear statistical results.
The conference of Thursday will almost certainly address the efficacy results of the M-M trial.
The time has come; I dare to say that we (longs) are well positioned to succeed as Leronlimab works.
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