Apr. 25 at 3:50 PM
$CRDF one item mentioned by Aaron deeper in the other thread is worth calling out because it is a tea leaf into pharma analyst bears that have heavy interest in continued shorting and destroying Cardiff.
The comment: Folfox performance will have some impact on PPS. This, like the Nerviano BONE, is latched onto and evangelized to help create distraction themes. Folfox at this point has zero impact on Cardiff. They are following breakwater, BRAF and other synergies with Folfiri and that is 100% fine and I would argue expected. They had to include Folfox because one it was fda recommended and it strengthened the entire story and they needed to stay objective on it all the way up till ph 3 conversations to keep integrity of the trial.
Folfiri ph3 with AA is the goal line and right now Orr is still over 70% and HR well below .50. That is a blockbuster phase 2 performance benchmark for the hardest to treat mCRC.
Folfox is noise they are trying to work in the narrative to help shorts
