Excellent post hoops. This is exactly right and the mindset
Excellent post hoops. This is exactly right and the mindset that every investor needs to have at this moment. Not over expectation and hyper disappointment when timelines aren’t met. The CRC delay was for a reason and it was to include the PDL one data that was discerned from the MT NBC data. Yes was it frustrating not to know why and is it frustrating that we had to wait a little longer? But by adding the PDL one data and being forced to listen to the FDA about having to do a trial with 350 mg versus 750 mg when we already know the optimal dose 700 mg is frustrating but it’s life and it’s part of the process and I believe they are doing everything they can to listen to the guidance of the FDA without pissing them off and incorporating new data as it comes along that will optimize and enhance share price for us.
It’s about patience guys. When I MMU presented their data on what wouldTrodelvy at ESMO6 or seven years ago they didn’t get a deal until I think September. I know many of you hate to hear that but these things do take time. That doesn’t mean that the company won’t find funding and won’t have interest from funding sources or there could be foundational support that comes in or an academic institution, etc., before big Pharma. But we shouldn’t get ahead of ourselves and I’m talking to myself right here because I’ve been guilty of it of suggesting that we should hear something right after this poster is presented. This is a dance and it’s delicate and big Pharma may be skeptical of five or even seven patients who survived From a retrospective study that had pulled data from three different study sources.
What we have is absolute gold in my mind. And no, that’s not financial advice. It’s a scientist looking at the data and recognizing this is way more than a signal. These ladies who are alive, actually can attest to that. The added media exposure and excitement around these data might actually pull one or two out to speak up about the fact that they are alive because of LL.
And I’m gonna say it again we need to keep talking about it to friends and strangers. If someone brings up the fact that their mom has breast cancer we need to say what kind? Do you know what regiment they’re on? And then talk about these data and how important they are and why it’s important to get this molecule to the point where it gets approved. This is going to take a grassroots effort and that’s what this board is all about. I’m not denying that I’m just saying instead of just talking to friends and family over dinner about it and annoying the hell out of them because they’ve already heard it from you 1000 times start talking about it to strangers on a bus or a subway or your waiter at the restaurant why the person at the bar who tells you, their brother died of colorectal cancer or the neighbor who tells you that they’re going out of town for a couple of days and can you feed their goldfish because they have to take care of their uncle who has glioblastoma.
And it’s all right to talk about HIV and fibrosis and Alzheimer’s and MS and fibromyalgia when those topics come up, but we have to spread the word. And it’s not a matter of promoting it, but it may not be a bad idea to write Congress as inept as they are. They do look at trends and they might not look at letters, but if enough people write to Congress or call and leave a message about getting this drug approved and how many lives could be saved and that this could actually be something of a win for them as they hold office it might just gather interest Maybe not. Maybe like all other subjects they ignore it and take special interest money but that’s another story.
Back to LL. Tempering expectations is a lot healthier for the day-to-day watching and obsessing of the stock price. And reading of the message board. Been that ENERGY talking to others about it. When you run into an old friend who you’ve never mentioned LL to and they say hey what have you been up to lately you can say without coming across as what you really are which is obsessed you can say you know I came across some data years back and it looks like it’s actually coming true and you can talk about this poster and what it means to patience and the importance of it getting across the finish line And hey, maybe they invest but I always say it’s a risky stock and put in whatever you’re willing to lose. Meaning if they put $10 in and they lose it that’s OK. I know I’ve said this before, but I am heavily invested in this thing both for the science and to keep this company afloat as they move across the finish line
Thanks for the honest approach to looking at this situation. Hoops. My hat is off to you.
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