BioRich
Sep 18, 4:56 PM
$SLS @Expharmaguy while we think Stooge and Co. are shady AF, our Bearish "theme", as you call it, is focused on:
1)
$SLS's questionable data
2)
$SLS's misleading trial status references
3)
$SLS's inadequate baseline expectations
4)
$SLS's apparent misunderstanding of their lead asset
5)
$SLS's potentially fatal drug arm dosing modification mid trial
6)
$SLS's questionable company history
7)
$SLS's concerning management and BoD history
8)
$SLS's awkward
$280M stock option gifts for management
9)
$SLS's management termination payment changes (lump sum)
10)
$SLS's history of using Stem Cell Transplant in similar trials
11)
$SLS's history of censoring in similar trials
12)
$SLS's tiny TAM for REGAL vs. SP and MC
13) ???
Yes, we think Stooge is slimy, but our focus is on performance and execution.
Follow/Subscribe for more suggestions and perspective. Would love to hear yours too. That's how we learn.
Cheers!
$XBI $IBB $QQQX
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