Apr. 4 at 12:44 PM
I believe the bios market has overreacted to the selectivity of the most recent data release.
One thing that was said in the
$CRDF KOL call that stood out to me was that worldwide, Folfiri is considered first line standard of care. The assumption that too much of the oncology marketplace would be excluded if Cardiff Oncology only paired Onvansertib successfully with Folfiri is, I believe, a mistaken one.
I do not think that there is a suitable buyout offer present right now. I do not believe that a good partnership offer has been found yet. But conversely to those beliefs, I feel very strongly about my conviction that Onvansertib's biological activity is nothing short of stunning and will eventually overcome the reluctance of most bios investors to get behind it. And I do believe that the rerating of the share price will be abrupt. I do not think there will be any time for those on the sidelines to secure the kind of ROI that those of us who were patient will secure in the end.
