An interesting day, it was very much a strong buy for those...

An interesting day, it was very much a strong buy for those lucky enough to get in at $15.

Back to where it was a year ago - life if so full of 'what ifs' etc. But we all did what we did - hold buy sell.

Well done those who shorted it at $39 - not sure there was too much volume on the short list at this price, but I take their word for it. Many of the shorters over the past year would have had so many margin calls that it would not have been funny.

Not sure why the huge reaction - it would have been an almost mircale to think that dealing with the liver cancer would have a significant impact on the metases that have spread to the lungs and other organs. If it did then I guess we would have seen an $80 SP rather than ~$18. Speaking of which this was my best guess for a bad result - just pure luck.

I dont think it is that bad, so I'm looking forard to the detail data in May/June and the EOY dose sales data. Unless sales for 3rd line dry up then we should have some more pleasent reading in June / July for the EOY.

Back to the trial data - my reading is that these poor souls died of the other metases even if the liver was less of a problem. Thus for 1st line in mCRC there needs to be advances in the treatment of other ogran areas before the liver becomes the critical path. The detail data may show some indictor of HCC results, although the blood supply is rather different and could be a total mismatch of expectations. The data may provide various cohorts where 1st line is very effective, but this is somewhat different to an overal mandated 1st line standard of care for mCRC generally.

A sad day for those with this most destructive ailment.

PS I did not know there were so many eager investors following this stock on HC. So many appeared to 'know' the result - good on you