Ann: Becoming a substantial holder-SRX.AX, page-15

Agreed, PE very reasonable for target growth and upside seems greater than downside from here.
I don't think overall survival has been delineated yet but its a phase 3 trail and that itself says it does work. We know FOLFOX works and adding it to radioembolisation should theoretically increase survival rates. Sure SIRFLOX results disappointed in near term but progress is still being made and it will come good, frankly market takes news as of today and doesn't discount future properly.

I still think its a short-term hit, looking out on a 3-5 year horizon I find hard finding opportunities at this market cap, just gotta have balls to hold it for that long...


I want to add but waiting for reversal candle here.