Sep. 13 at 4:36 AM
$SLS “If the data is supposed to be good, why is it not priced in?”- not a bad question, but it’s because the market hates binary risk, especially in diseases like AML. The disease is brutal, and it’s much easier to say that the drug will fail, because usually it does. Most institutions don’t look beyond the surface level of “drug treats CR2, oh it’s gotta fail”. We’re the ones who dig into survival curves, trial design, competitive landscape. That’s where the edge lives. Not in the norms, but the nuance.
