Thanks for sharing this. While it all makes sense to the LTSHs...

Thanks for sharing this. While it all makes sense to the LTSHs and the writing is interesting, if one was a newbie to the Race story will they want to buy in based on this write up? If I put myself in a novice investor’s shoes I may at best put this on my watch list which may not be a bad outcome.

Touching upon the market size of all cancer drugs used, the potential for cardio toxicity and hence unmet market need, annual market size etc., in essence referring and discussing the salient points from the Triangle report is probably the missing piece which could have tilted the reader from a watcher to one willing to bet based on risk vs reward.

JIMHO.