OK, this is a big open-ended and possible cross-threaded question so I apologise in advance.
Reading the ASCO website and blogs tells me that the "hot topic" at this years ASCO is Immunotherapy, for example this post: http://www.ascopost.com/ViewNews.aspx?nid=27671
This goes back to something I have posted before, and which ironically means that eventually TeTeTe will be right - SRX will be worthless and a great short - if and when a better liver cancer treatment comes along, because almost overnight, SIRT treatment will become redundant. And there's no point trying to hide from the fact, it WILL happen one day.
The question that I am posing to anyone out there, is how far advanced are these other potential treatments and their associated clinical trials, and as a corollary, how much time does SRX have to capitalise on its current treatment before it is made redundant?
To state the bleeding obvious, there is no point having a stock with a p/e of 20, if you only have 5 years before your product is obsolete.
Thoughts?
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OK, this is a big open-ended and possible cross-threaded...
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