RE:RE:RE:RE:Big Picturepalinc2000 wrote: longterm56 wrote: palinc2000 wrote: longterm56 wrote: Although I can get quite cynical at times ... especially with SPCEO1's longterm, blatant, and continuous optimism ... I have to say that there is MUCH more upside potential than downside risk with THERF. With Trogarzo, it has cleared all the risky boxes and the only thing left is "how will it sell?" (good/better/best). With Egrifta ... solid performer with a few opportunities to really excel!
I'm embarassed to mention the total exposure I have with THERF, but ... for me ... right now ... long and strong!
-LT
What do you consider GOOD in your good better best scenario forTrogarzo?
Since I got in at a pretty low price, "good" (for me) is anything above C $8 ... in other words, it's already good.
-LT
My question was relayed to this comment,,,,,,What would be good?
the only thing left is "how will it sell?" (good/better/best)
"What would be good?" Sufficient increase in quarter-to-quarter earnings to keep the stock price moving up (or even to stay above $8).
I'm more of a qualitative investor rather than quantitative. Seems like a waste of time (and postings) to come up with some magic "number of patients" when there are FAR more variables than equations (remember your algebra?)
My qualitative data is sufficient for me ... FDA approval, J code soon, good press for both drugs, significan sales force in place, life-saving drug, Europe ... much more upside than downside.
So ... for you ... is "good" 353.45 patients or 394.02?
-LT