RE: Going30 Apr 2018 17:55
Pokerchips, I was being lazy. I am on holiday, so not that focussed.
You know that I like to mislead people? Opinion, perhaps, but that is your prerogative.
So, you are not shorting. Others are, so my points apply to them.
Makes $400m was, in truth, sloppy. GSK revenues are $400m. LUPUZOR revenues have multi billion potential, allegedly. I would not know what net profit is / would be in either case.
GSK is spending $139m on Benlysta? They need to do something about it, for sure. I would advise them to buy LUPUZOR from IMM. $200m should do it. A FAR safer treatment, targeted at LUPUS, rather than the more toxic Benlysta, which, as far as I understand it, suppresses the immune system in general, rather like a general antibiotic blasts gut bacteria in general.
Yes, i should have used the word SERIOUS. Does not get much more serious than DEATH, but i will not split hairs over that. LUPUS sufferers know only too well how SERIOUS side effects can be, so yes, it is a no-brainer for them to continue with the LUPUZOR trial. You can poo-poo 7.6% full remission rates, but you would have to be more than a little stupid, either as a patient or as a clinician, to NOT give yourself that chance. Surely your imagination can reach as far as that?
Thank you for picking up on my sloppiness. Is there anything you object to in the above?