Invisioner, Thanks for your thoughts. Some comm
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Thanks for your thoughts. Some comments:
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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.
This is always the case. Normally one waits till trial end. As I mentioned this might happen and we will have the numbers end of month. Every Biotech company has to go through this.
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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.
Sure, I am surprised there isn't actually more competition by now. The market potential is very large and there will be space, and need, for several drugs. What we need is a good drug that probes itself. However is a business decision as any other. In my case, I consider the R/R preposition of Leronlimab (for COVID-19) better than anything else out there.
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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.)
If one is an investor (meaning long term) the firewall is still there. More so now that time is passing and we are sorting out the issues with the BLA.
GLTU
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