RE:RE:RE:Reality CheckThis is very difficult to handicap. Win or lose it is amost a certainty to be in the text books.
I still think GOBLET and Roche are the key. mBC is difficult and complex, and ONC/Y has not brought any clarity for me. So I wonder if Roche has learned enough from AWARE-1, BRACELET, and AN's Phase 3 mBC Bridging Study to move on both mBC and PDAC which is apparently what ONCY wants.
Further, if Roche is contemplating a move, do they really want PanCAN. Nothing against PanCAN just a question. Roche is the key to the PDAC trial not to mention CRC.
I have no opinion on the share price. I am holding what I have at this moment; perhaps not as gleefully as a month ago.
Cheers