I am of two minds on this timber. On one hand Something is not quite right. On the other maybe HaI is no better than Folfiri. What anomalies do you think there are with the control arm? However, on the balance of probability, the undervalued SP based on Fonda, cash, Vast plus the potential recovery of the HA platform after further analysis gives me a strong inclination to buy at these levels. My opinion only of course whilst looking at a wedge of black swans eating their breakfast.
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