"The parallel trial of 500 patients? Probably varying the dosages to determine optimal dosage efficacy."
Probably varying doses? Where do you see/read that?
Or have you been picking up some "noises from sources" again?
As for "should we all run for the hills again", I'll resist the churlish temptation to point out that would have been a very sensible thing to have done, not just in the preceding four years since my debut post on MSB some 18 months ago, but indeed since then as well.
For as I have always believed, the upside is there for all to see. Lots of it.
It's the potential downside that is tricky to determine, as the passage of time keeps demonstrating.
This is despite a reasonably material "deal" having been negotiated (The Celgene Put, as I thought of it at the time. Trouble is, much to even my amazement, the Celgene Put hasn't worked and I am gobsmacked that the share price trades so far below the $2.82 implied put strike price level.)
Of course, in the interim, one could always average down yet some more.
And then continue the hopeful waiting ritual.
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