@factorofimpact You treat the January 2025 interim as "modest positive information". An independent committee saw unblinded arm-specific data! including all the confounders you worry about & still they recommended continuation. That committee had access to exactly the data you speculate about.
@Dr_Moneyball@LouBrownTires@alessandrobanca This has been discussed over and over. Do not forget we don't know the count from phase 2 results and FDA IMO would not do it if they do not see the chance. On the other hand BAT is just to toxic especially in that age group very difficult.
@gradorbobador The IDMC reviewed unblinded data from ALL patients โ across ALL HLA types โ and concluded GPS exceeded the predetermined futility criteria with no safety concerns, recommending continuation without modifications! Now you can sleep well!
$SLS #SLS
$SLS
This is highly explosive!
Actually Massive!
Most normal stocks have an IV of 20% to 40%...
Biotech average 60% to 80%...
Next move might be life changing!
$SLS CEO Angelos Stergiou just dropped a strong subtle signal on GPS (REGAL trial):
โWe amended the protocol and administered GPS to patients THREE YEARS out. We tested immune response in 10 randomly picked patients and saw THE SAME immune response data as we saw in CR1 & CR2 settings.โ
They're literally peeking under the hood while still blinded and liking what they see.
78/80 events. Survival tail still strong.
This is why conviction is high. #SLS #REGAL
#BYND $BYND
CASH BURN only $5M in operations vs. $26M a year ago is 80% reduction. With $205M in cash, that extends runway & reduces existential risk. BYND burning through cash at an alarming rate is now approaching a pace where survival is no longer the primary question. BULL!
$BYND Borrow cost is extremely high with little to no shares left to short, putting pressure on shorts.
If momentum builds, this setup could lead to a sharp short squeeze.
Earnings will be the turning point for $BYND.
Everyone will watch the numbers.
But the real shift comes from the guidance.
Because thatโs where the future is defined โ and where momentum begins.
The market doesnโt move on the past.
It moves on what comes next.
$30+๐๐