May. 17 at 10:27 AM
$ENGN it's clear from your post that you have an elementary-level comprehension of investing and clinical trials. you should really stop commenting on posts and stop investing in biotech - do some homework first.
1. it's enterpriSe value, not enterpriCe value.
2. 161 was the estimated enrollment ceiling across all exploratory cohorts, not the closed, finalized denominator for the pivotal cohort.
3. the pivotal trial officially closed with exactly 125 patients. at the data cutoff, 22 had reached 12 months, and 21 were pending earlier evaluations (6, 9, and 12 months) out of the remaining active pool (see image). because at least 10 of those patients are still pending their earliest 6 or 9-month scans, they are sitting right at the front of the trial's historical 64% attrition curve. many, if not all, are statistically likely to drop out before ever hitting the 1-year mark. your claim that "22 patients will only contribute 15% of all patients" is mathematically illiterate hogwash.
4. i'm an engn arbitrage investor, but not a mindless bull. i take all points into consideration to form an actual investment thesis.
