one thing that I keep thinking about. Cyrus' comm
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Posted On: 11/08/2022 11:36:09 AM
one thing that I keep thinking about. Cyrus' comment on the last call that LL would become the "standard of care" for NASH and TNBC. I was surprised that a guy that seems so conservative / holds his cards to his vest - would make this comment at this point in the process.
Clearly something leads him to have the confidence to stake his reputation (what he is effectively doing) by making this comment to shareholders. Given that we haven't had big trials with a large enough data set in either of these indications - what has he seen? Has he seen a certain subset of the data - or seen an analysis that suggests the small data sets will prove out to crush it in a larger trial?
Really curious about this.
Clearly something leads him to have the confidence to stake his reputation (what he is effectively doing) by making this comment to shareholders. Given that we haven't had big trials with a large enough data set in either of these indications - what has he seen? Has he seen a certain subset of the data - or seen an analysis that suggests the small data sets will prove out to crush it in a larger trial?
Really curious about this.
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