I can't can't accept any conspiracy theory that links low SP/Imugene/big Pharma/deal already inked in. PH has stated that he sees any deal/TO as occurring post P2. In other words they have the funds and confidence to carry them that far. So any prior deal would have to be based on an SP (MC) way higher than our measly current 2c.
Sure, I accept (in fact believe) that their is capping manipulation going on - but only by grubs envisaging shortish term spoils by doing so.
On the basis of the P1 result I am prepared to sit and wait out the P2 result which will need very strong signals of efficacy (not normally associated with a P2) in order for the wait to be worth it. But, boy oh boy, if that does occur .... bingo. Risk vs. reward looks real good to me.
My main concern is that will the P2 will have the power and sufficient skillful design to separate significant efficacy signals between chemo alone and chemo with Her-VAXX - if in fact any such signals are possible? (This was not a factor in the P1 trial.) With all the variables involved in a smallish P2 trial that is not an easy task and may require a modicum of Lady Luck.
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