Post by
Xiawen13 on Mar 13, 2016 10:13pm
FDA adcom transcript - take two
I think the reason why we are sitting at 66% cash value is that most investor s havent read the adcom transcrip. People just read the headline "FDA reject mcna" and so, people
deemed it doomed.
but when you read the adcom transcript, a significant number of experts (some of them ending up votinh no) suggested Mcna could well be a better first line therapy than bcg.
its not just anecdotical. From page 200 on, this idea keeps coming back.
So if FDA annonce a plan to try mcna on bcg naive patient, we would be looking at a completly other market. We would instantly become a Phase III company with a serious shot at becoming the new first line therapy for bladder cancer.
To be honest, I prefer that scenario much more than an other second line treatent phase IIi trial trying to find biomarker for what could end up to be a smaller client population
Comment by
specul8tor on Mar 14, 2016 9:20am
Best post in weeks....Well said..
Comment by
cheetio on Mar 14, 2016 11:18am
jeez............still a few live corpses strolling around the graveyard
Comment by
zakmirza on Mar 14, 2016 11:52am
Rip Van Winkle just came out of his slumber with a delusion! SP is where it should be, no wait it should be at 5cents. 40 for 1 is coming followed by massive dilution.
Comment by
specul8tor on Mar 14, 2016 12:20pm
I completely disagree with your views zakmirza..I don't know wtf is going on,but last week house 7 was the main seller.Today they are buying heavy from anon house 1 and I also notice house 33 is also buying which usually means good things are not far off..I think someone(s) trying to accumulate at .095..We will soon find out why..all just my opinion....
Comment by
Xiawen13 on Mar 14, 2016 12:24pm
There will be dilution only if we have a new partner, which means we will be on track for a new phase III, therefore not selling the assets. You call that bad news?
Comment by
specul8tor on Mar 14, 2016 12:28pm
A share rollback is always bad news imo.I haven't seen one go well yet.However I don't see that happening here as TST still has lots of capital.I would not be suprised to see it taken out as it is now trading at a large discount to cash....
Comment by
Xiawen13 on Mar 14, 2016 1:24pm
summer 2015: TST issue 100MIL shares at .34 autumn 2015: shares climbed to .90
Comment by
higgsboson on Mar 14, 2016 1:38pm
zak mirza where the nhell did you get that name judging from your posts on TST you must be heavily in the RED also as in lipstick