“Dead cat bounce” “Everything overextended” “Last gasp of liquidity” “this is nonsense” “It’s all forced buying” “Pure hopium rally” “This won’t age well” “You’ll see soon”
More pure unadulterated bear cope. Sorry should have tagged NSFW
Fine:
1. Development of the therapy used a market-irrelevant trial population. Most notably, exclusion criteria for TILVANCE-301 was patients with >1 prior therapy in any setting. This patient population does not exist in the real-world as it's typically line 4-5 by the time you'd consider this therapy. Vem, Pembro/Nivo/Ipi, CTX are always going to come first and insurance is rarely going to cover this given specific performance criteria and exclusion criteria
2. Key limitation is related to point 1. Patients that have received prior chemotherapy have notably poor TILs, as with vemurafenib.
3. No one is going to pick this over Vem/Nivo+Ipi.
4. Profit margins for TIL are so low that even if they had sales, they would likely make a loss. See Dendreon.
5. This is largely a market that is/will be covered by the IRA, and there is considerable market pressure on pricing. Autologous therapies are on their way out because of pricing and manufacturing pressure
Why the F arent you guys buying space phones? Ive been in ASTS since it was with a SPAC. I bought the dips and loaded up at 2, 13, etc. 50 bucks? No problem. When this shit is a trillion dollar company becaise every person on the planet benefits from their tech, youll be kicking yourself.
This is the next big thing and the best phone companies on the planet are making huge deals with them because this shit is the best tech going.
When have I ever lead you wrong (well maybe a couple times but Im right more than wrong(
When I told you to buy CCJ under $10 you guys ignored me. When I said US Steel has buyers lining up you guys were jacking it to Cliffs instead. I scooped up a bunch of TSM and AMD during the pandemic dip. I had Palantir the day it IPO'd.
This sub sucks now its all bots, scammers, and apes since the gamestop shit.
This therapy is garbage. It takes the worst aspects of CAR-t and combines it with the non specificity of MSC infusions. Only going to be a very last resort for very rich people, who, by the way, are already going to get excellent treatment with pembro+ipi.
Stop trying to make TIL happen