RE:RE:RE:RE:So anything good coming out soon Bicycle landed strong Ph1 data that caught the market by surprise. Even though they had more eyes on them because of all the good things like collaborations that they'd achieved prior to that.
It's interesting to look at bicycles news flow to understand the constraints on a company. They initially reported a couple of PRs. One of those PRs turned into a CR on the next scan after that report. They then waited another scan to get that CR confirmed and then reported it. There really is a time element to all this, these responses need to gestate. We have to remember they've only been playing in the 300 dose range since about the start of Sept and only then with a few patients. They've had the diversion of going up to 420 and then back down again. And only now are they enrolling more patients at 300, there are so few patients at 300+ doses that these last 6 seem necessary just to give the dataset some sort of substance before expansion. You make your own call about when you think a clear reportable efficacy signal (if there is one) will emerge from all that. I tend to think later in the process. The very real frustration is the time it took to get to this point.
Biobob wrote:
It does look like pre Trogarzo approval in 2018....going down on low volume.. risk aversion combined to market hate for the company does'nt look like leaks are making it trought yet all bets are on still.