' Those holding are the ones who are going to be burned. Pretty terrible announcement, really.'
Demon, for OS who claims to understand stats, and the P values, but gets it so wrong how do you come to the above conclusion?
HC is full of inspired advice on want share that drops a few % on news, but where is your analysis of HCC, the problems in treating end stage pts, and the clinical aspects of same?
You would know of course that SOR has been around for ten years, and it that time despite many hundreds of millions in World wide research nothing has come close to taking SOR from its place in 3rd line treatment.
For SIRT to obtain the same, 9.9 mths, OS in pts that were treated allows for a serious marketing push in all markets except the US. Even in the US one-to-one conversations with oncologists will occur and the data presented. The sales staff have just been given a very nice tool, albeit not as good as we may have hoped for.
SRX Price at posting:
$15.55 Sentiment: Buy Disclosure: Held