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the sprinter data isn't mature yet, or we would have seen IA of some sort. Activ2 was never going to lead to EUA, I have no idea where that even came from. RM has been clear, EUA will be upon SPRINTER as he mentioned in the last webcast. Activ2 P3 however could lead to EUA, but that is a lot further down the line.
Completely agree with Ghia. Movement from 2-3 has definitely derisked the share, however it will not lead to EUA thus it will not lead to any orders. I do not suspect the last patient RNS moving this much either as that is a complete formality. SPRINTER is what the market is waiting for and what it wants, given the delay, I suspect we will remain between 150-180 until Jan/Feb. I am hugely confident that SPRINTER will be a massive success, so for me its all about topping up at the right time until then.
You're quite unstable aren't you ndn, you literally ignored what he just copied and pasted and ranted. Constantly looking at any negative you can latch on, and then blowing it out of proportion. Strange behaviour.
Do you remember when PII was delayed and we went from 70p to 35p? How about when the home trial was read out and we went from 175p to 100p? I am here for PIII, not activ, whatever happens with activ2 happens, if its positive then great, if its not positive then it means we can add at lower prices before the inevitable.
Far too many betwetters here, worried about competing oral antivirals is natural, however, there are very few therapy areas which only have one drug being the sole treatment, covid-19 was never going to be such a therapy area. There is plenty of room for merk, roche and us.