Making the negative case against a high risk high reward biotech...

Making the negative case against a high risk high reward biotech company and whether it has a revolutionary immuno-oncology drug or not is just pointing out the obvious. Ofcourse there is competition and there is a downside that’s why there will be serious serious rewards if the investment thesis plays out.

if there was the body of results to satisfy you it was an effective treatment, the market cap would be in the billions not 100 mil.

Insiders are holding this tightly, water cooler conversations around the relevant hospitals are bullish. The management team are solid. You’ll do nothing but paralyze yourself in analysis thinking you have a better handle on the science than the experts. Don’t hold this one at youre own peril.