Aug. 19 at 10:10 AM
$IOBT It basically has all but been revealed: They know, they know they hit OS. In less than 2 weeks the market with respond with the appropriate price discovery/repricing. Initially to
$6-
$8,
$10. Why? Well Zocca has already cryptically told us. However the evidence will come in the form of savy institutional statisticians crunching sophisticated predictive models on the full dataset and seeing it. Then they enter the market with force. Zocca will take her own models to the FDA in October and viola we have BLA approval for all patient groups (except PDL1 pretreats) which is what this peptide therapy is designed for. I would like to hear why this scenario wouldn’t have a high probability of coming to fruition? I remind everyone OS is the alpha controlled endpoint, the gold crown. I would like to highlight also the work @GCPA been doing to bring evidence to this thesis, he is more balanced than myself weighing the ‘what if yes, what if no’ The receipts he brings are high quality.
