There are a few other reasons. 1. One believes
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Posted On: 10/01/2020 9:30:13 AM
There are a few other reasons.
1. One believes in the drug, but is uncertain looking at the various spread sheets that stat significance needed to end the trial at interim will be reached because it has to be a very low p value.
2. One is watching other competitors (including and especially Big Pharma.) One is worried that another drug will get there first, become standard of care, and then if the FDA has a relatively effective drug, will not give EUAs to late comers. This could be something like REG COV2 which if given early enough decreases viral load enough to actually prevent the progression to serious disease.
3. One was holding no matter what happened to Covid and even at a loss believing fully that HIV BLA was the firewall and would happen in 6ish months. This is the most important reason that one would sell because this is the reason one felt comfortable buying in the first place (the firewall.)
I am happy to be proven wrong or discuss any of these assumptions and be shown how they are faulty. Like everyone, I am trying to figure out what happened and how the landscape changed with new information. I am not a basher.
1. One believes in the drug, but is uncertain looking at the various spread sheets that stat significance needed to end the trial at interim will be reached because it has to be a very low p value.
2. One is watching other competitors (including and especially Big Pharma.) One is worried that another drug will get there first, become standard of care, and then if the FDA has a relatively effective drug, will not give EUAs to late comers. This could be something like REG COV2 which if given early enough decreases viral load enough to actually prevent the progression to serious disease.
3. One was holding no matter what happened to Covid and even at a loss believing fully that HIV BLA was the firewall and would happen in 6ish months. This is the most important reason that one would sell because this is the reason one felt comfortable buying in the first place (the firewall.)
I am happy to be proven wrong or discuss any of these assumptions and be shown how they are faulty. Like everyone, I am trying to figure out what happened and how the landscape changed with new information. I am not a basher.
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