Galt and NASH and AF and PLI
Yesterday I posted two posts on Galt, NASH and AF. these posts are today nowhere to be seen on SH (which by the way has been as slow as a veeeery slow snail this morning). In any case I pointed ot that AF (whom I do not agree with most of the time even though he is often right as the majority of early stage biotechs do fail) was not in favour of GALT and his several tweets on the subject of GALT and NASH, Galt is of course one of our several competitors in NASH. So I wanted to bring to your atttention that it seems that AF was entirely right (so far) on the matter of GALT - witness this mornings drop of about 50% on the CC that did not show any efficacy - only safety. The street wanted more! I would suggest (again as I did yesterday in the posts that got lost??) that you visit AF's tweets on the matter yesterday and now agaon today's tweets and follow his links - they are really quite interesting this time. (I have a significant holding in NWBO, AGEN, CUR and others that AF has famously and IMO deceitfully panned, so clearly I strongly disagree with him there - but as I said, he is not always wrong).