Roger Montgomery on Sirtex, page-23

Fair comments from all re RM and its chequered past, but he/they make some very good points in the article. First, Gilman Wong & management should be shot for releasing a very technical, hard to understand for layman's announcement without maybe a PPT that more nicely explained things. RM makes a point that the second endpoint was when Sirspheres were used as a FIRST line treatment. I dont think many realised this, I certainly didn't. So wouldn't you think someone with early diagnosed liver cancer might have tumours in the liver only? (not sure where colorectal comes in). So this as first line will delay it spreading from the liver for longer, this has to benefit overall survival time by prolonging early spread.

People just skimmed the announcement, saw 'not statistically significant', and put orders through like crazy to sell. Sirtex is to blame for not handling this properly. Hopefully people will realise all isn't as bad as it seems and the price will rebound somewhat.

They also could have put an announcement a week ago saying "we expect to release preliminary SIRFLOX clinical trial results in approximately one weeks time" to give people a chance to take profits. That wouldn't in any way hint about the result or the like, it just provides a thoughtful heads up on timing.