mostlyzero
Sep 24, 6:24 PM
$BCTX those who’ve been here longer than I have tell me why this can’t become
$SLS 2.0? The event driven nature of the trading thesis seems very similar. Strong signal from phase 2. Well designed phase 3. Low float.
Not saying the risk profiles are analogous but…
SLS: DSMC has already seen unblinded Phase 3 efficacy/futility data and said continue.
BCTX: DSMB has repeatedly reviewed Phase 3 safety and said continue, while efficacy remains blinded until the 144-event analysis.
I get that early investors have been burned here. But for those of us looking to add now? Beyond murky financing and dilution history, what am I missing from a bear lens?
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