"... not sure what's
achieved by this type of nit-picking rather than addressing the point that's being made?..."
a) I can't exactly address any of the issues being raised. I am a nobody just HotCopper addict who loves to Copper and Coffee! And yes, I am feeling the pain of a falling share price!
b) If you check you will see that I am almost exclusively focused on just adding context to discussions. In a speculative filed like biotec, I find it useful to hear theses and hypotheses from others, while also putting my own theses and hypotheses for others to test. I think, accuracy helps us stay on the correct lane so that in the end, we may all reach positions that we reach with greater clarity! I benefit greatly from others insights! In fact, I gain a lot more than I can ever give.
c) To say I have been frustrated too would be an understatement. And for me, the origin of my frustrations is the way the share price is going (if that was climbing as it did before, I was gonna give very very little attention to the doings of the captain and crew of this ship)! Also, the share price is not what brought me into Clarity: its the products - the science! Has something gone wrong with the science - I do not know.
d) A delay in recruitment is not, on its own, an indication of the science gone wrong. If that alone is the reason for the share price crush - then I am a bit relieved. Why - because a delay is something that can be addressed a lot easier than the science gone wrong (see OPT)!
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NB:
1) I think Analyst services a great - but they are not infallible! OPT!
2) On the issue of biopsies: I think you may be mixing things up a bit. In CLARIFY, the patients already know they have cancer (they had their blind or MRI guided biopsies before. They are now having definitive treatment, and in this case, its those who plan to have a Prostatectomy and Lymph node biopsy. Clarify is looking at the Lymph node involvement (not at the original biopsies done before their surgery).
(20min delay)