Single most important change
The biggest change that I can see is the way the 360 patient CR has gone up
Because it seems from previous data that all patients who make it to 360 CR keep it at 450. Recall that the previous 360 was 5 patients, followed by 5 at 450.
Now we have 9 patients at 360 (35% of 26) there is quite a good chance that those 4 new CR patients will flow into 450 day totals. Those will bump up the 450 day percent quite nicely.
Other comments:
- the last few days we have witnessed a lot of swings. Whether from nervous people thinking that the numbers are not going to support the stock or from people playing the swing trade game. Since all those people follow the stock, my prediction is that many will try to swing back in. Since the longholders are not selling, I wonder if there will be a rally.
- Dr. Vera leaving is interesting and confusing. The thing that keeps me grounded is that the data all has to go through the lead medical investigators. The data cannot be manipulated by someone at TLT. Given the science behind Dr. Macfarland's work and the amazing phase 1 b patients (1 and done cure in two patient) I know that there is no shadyness behind the science. Having read reviews by people who worked at the company it doesn't sound that fun to work there. Just what is there in other forums. I do think it is possible that the work environment for TLT is not great.
All in all I continue to have great confidence in the science and middling confidence in the company itself. I think the science will get us to to the finish line no matter how many time wasting/money wasting lawsuits are launched.