Aug. 27 at 6:55 AM
$OSTX I follow a lot of Pharma, have been burned, and have done well.
This is about as positive a situation as develops. Yes RFK is a hurdle, and the race is still underway, but the data show clinical success, good morbidity, and an actual medical need.
I just don't see this coming out worse than requiring further clarification or an extended special classification as experimental.
Either way, we are substantially better off than the current price.
The idea of abject rejection seems highly unlikely, as does the need for a phase 3 or supplemental testing.
Why else are they terminating lines of credit? They know the way the wind blows.