j*****2
发帖数: 306 | 1 anyone can talk talk about this list???
SVNT and HGSI highly likely approve this year
and CHTP's data should be POSITIVE?
anyone talk talk?
thanks!! |
m*z
发帖数: 2356 | |
j*****2
发帖数: 306 | 3 plan to do a big one on HGSI, this is another DNDN before approved.
target price post approved is 40 to 50buck..
from my understand this one has over 95% will winning approved, anyone's
comment are welcome.
already shorted OCT 23 to 27PUT
【在 m*z 的大作中提到】
: tomorrow 老牛 talk
|
K********g
发帖数: 9389 | 4 SVNT一般般，HGSI的数据存在一定的争议，可过可不过，不可能达到95%，我觉得65%过
的可能性。
ARNA，过的可能性55%，参考VVUS， ALKS华尔街比较看好，但是要通过9月份的Panel
Review。 CHTP得问偶像Adam。
【在 j*****2 的大作中提到】
: plan to do a big one on HGSI, this is another DNDN before approved.
: target price post approved is 40 to 50buck..
: from my understand this one has over 95% will winning approved, anyone's
: comment are welcome.
: already shorted OCT 23 to 27PUT
|
b*****h
发帖数: 783 | 5 CHTP's Droxidopa has shown some efficacy in 302 trial, The undergoing 301
trial added 1 week wash out period between initiation and randomization
which will give more chance to get a positive final result which 302 did
not get. However, 306 trial just initiated in June, and the company need to
raise cash,
【在 j*****2 的大作中提到】
: anyone can talk talk about this list???
: SVNT and HGSI highly likely approve this year
: and CHTP's data should be POSITIVE?
: anyone talk talk?
: thanks!!
|
j*****2
发帖数: 306 | 6 HGSI的数据存在一定的争议?
why?
52week data is fine
76week data is bad
I see alot of PRO compare this to DNDN
isn't it 52week is enough?
【在 K********g 的大作中提到】
: SVNT一般般，HGSI的数据存在一定的争议，可过可不过，不可能达到95%，我觉得65%过
: 的可能性。
: ARNA，过的可能性55%，参考VVUS， ALKS华尔街比较看好，但是要通过9月份的Panel
: Review。 CHTP得问偶像Adam。
|
j*****2
发帖数: 306 | 7 168's PENN told me focus on HGSI too
【在 j*****2 的大作中提到】
: HGSI的数据存在一定的争议?
: why?
: 52week data is fine
: 76week data is bad
: I see alot of PRO compare this to DNDN
: isn't it 52week is enough?
|
j*****2
发帖数: 306 | 8 ARNA's short postion too scary, over 30Million shares short, I will pass on
this one, seems someone know something here.
【在 K********g 的大作中提到】
: SVNT一般般，HGSI的数据存在一定的争议，可过可不过，不可能达到95%，我觉得65%过
: 的可能性。
: ARNA，过的可能性55%，参考VVUS， ALKS华尔街比较看好，但是要通过9月份的Panel
: Review。 CHTP得问偶像Adam。
|
K********g
发帖数: 9389 | 9 I will not touch HGSI. Because if approved, it will just worth not more than
40, my guess. If rejected, it will go under $5
【在 j*****2 的大作中提到】
: 168's PENN told me focus on HGSI too
|
