Aug. 12 at 8:51 PM
$BCYC Absolute garbage with XBI ripping. BT1718 quietly abandoned, BT8009 efficacy looks inferior to Padcev in mUC, BT5528 and BT7480 early data looks terrible, Genentech partnership termination, layoffs, mixed shelf filing for an amount greater than current MC, BB's filing to be able to sell their 30M shares, downgrades and PT cuts... Seems very bad rt now. I guess that makes the question whether they're approaching "max badness". Or whether there's worse yet to come.