Dramatic response to SIRT, page-8

I agree that SRX's trial is way better quality, but to put it another way, "something like" ACL's fumbling of trial is a possibility. If there is say 10% probability of fumbling a trial like ACL, in SRX's case it will be like 5%. Otherwise, if SRX can prove that it extends PFS by say, 3 months in first line and with strong evidence of OS extension (which it should). SIRT will be mandated as first line. CLSA's latest report says that in their discussions with radiologists, ~75% of patients required 2 doses rather than 1. So even $1bn revenue looks conservative.

But having said that, I don't want less educated readers to read my post like I'm trying to ramp as there is well a chance that you lose 75% of your dollars. Hence my HOLD sentiment