Galzus Research

Biochemistry PhD, oncology educator, and analyst.

[Galzus Research @GalzusResearch]

@jfais20 People were dead certain about GLYC. ELTX also went so long it was “impossible” for the wait to be a negative outcome.

At 10 they’re a $2 billion company. What’s the legitimate upside for CR2 AML market? I don’t dig it

[Galzus Research @GalzusResearch]

@StonkMasterJ @SouthernDrive21 0.70 certainly would be a massive move from this price point, and NWBO has proven that they can.

[Galzus Research @GalzusResearch]

@StonkMasterJ @SouthernDrive21 What was the market cap at $2.51?

[Galzus Research @GalzusResearch]

@EatYerShorts It does create challenges. You don’t see a lot of approvals based on nonrandomized trials where there is no evidence of antitumor activity.

[Galzus Research @GalzusResearch]

@EatYerShorts It doesn’t change the fact that the crossover makes the trial difficult to interpret, even if the reason for switching is rational.

[Galzus Research @GalzusResearch]

@Cheesehammer11 Her her

[Galzus Research @GalzusResearch]

@TonyVerazzanno @SchlangDaddy Sub in tame reaction gifs for cogent response.

[Galzus Research @GalzusResearch]

@drugrunner99 @SchlangDaddy Lot of words to say you didn't read it.

[Galzus Research @GalzusResearch]

@TonyVerazzanno @SchlangDaddy Are the naked short sellers in the room with us right now?

[Galzus Research @GalzusResearch]

@TonyVerazzanno @SchlangDaddy Did you see the performance of my Sell rating on NWBO?

[Galzus Research @GalzusResearch]

@kshaughnessy2 I'm not a journalist. This was not a news article. What exactly do you disagree with in the analysis of these findings?

[Galzus Research @GalzusResearch]

@drugrunner99 @SchlangDaddy Someone didn't read the article.

[Galzus Research @GalzusResearch]

@SchlangDaddy Those trials are well regarded because they had a proper control arm with unambiguous results.

Hopefully a journal article will provide a more complete picture. I am skeptical that one is in the works, as companies often do not publish these kinds of follow-up in oncology.

[Galzus Research @GalzusResearch]

@TonyVerazzanno @SchlangDaddy Your screen grab is woefully out of date.

[Galzus Research @GalzusResearch]

@fm23 @SchlangDaddy There was no demand for KM curves, just noting that it's highly unusual not to include them in an updated analysis.

It is not an uncharacteristic standard to ask for the most important data that you're touting. There are many oddities with how these data are presented.

[Galzus Research @GalzusResearch]

@Jackdog84999354 You seem upset.

[Galzus Research @GalzusResearch]

$NWBO continuing its march toward a hopeful approval. New data address one issue, but the core challenges with interpreting the DCVax-L trial remain.

https://t.co/S7UPvpoMFi

[Galzus Research @GalzusResearch]

$DRTS has a very interesting story, but valuation is running concerningly hot considering the data we've seen so far. I would exercise caution but definitely think it's worth watching. https://t.co/p8Crvglf7r