Formula for success? | IDRA Message Board Posts

Idera Pharmaceuticals, Inc

  IDRA website

IDRA   /  Message Board  /  Read Message

 

 






Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board
Msg  1504 of 1524  at  8/16/2019 7:13:02 PM  by

raferjack

The following message was updated on 8/16/2019 10:48:00 PM.

Formula for success?

 
  I think the recent lowering of the bar for success (10% improvement over ipi alone) along with including only ECOG 0-1 patients almost insures a successful outcome. As far as the market is concerned IDRA decided to take their lumps sooner rather than later by making these changes.
 
If it turns out the ipi alone ORR is truly 11% then Tilso in combo would be a double as it sits or a triple with the new ECOG protocol. On the other hand if the long quoted extrapolated ipi mono numbers in fact prove to be unexpectedly higher in prospective studies then likely Tilso at 30% ORR still makes the greater than 10% improvement grade. Management has been hit hard because we have lost 90% of the value of our investment if you have been here for a few years. That is on them. We are here to make money. I will say they have made very wise moves along the way that at least puts the company in a position to survive. We all have examples of companies that have barely hung on only to become vastly successful.
 
If Tilso gains traction in a variety of solid tumors and shows well in triple combo (Tilso+ipi+nivo...Tilso+ipi+ido) all this will be worth the battering. After considering this for a few days, with these recent moves, I think IDRA has figured out a way to cover the spread in all directions no matter which way the ORR swings. Taking the hit now in PPS was likely expected but success will now essentially be insured. Now if somehow devastating dilution can be avoided and the Baker's maintain significant interest, this Tilso may have been just set up for success.
 


     e-mail to a friend      printer-friendly     add to library      
| More
Recs: 1     Views: 129
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board

Replies
Msg # Subject Author Recs Date Posted
1505 Re: Formula for success? vorlon1966 1 8/16/2019 11:36:35 PM
1506 Re: Formula for success? jwjones62 0 8/16/2019 11:38:38 PM
1507 Re: Formula for success? vorlon1966 0 8/16/2019 11:38:48 PM


About Us  •  Contact Us  •  Follow Us on Twitter  •  Members Directory  •  Help Center  •  Advertise
Not a member yet? What are you waiting for? Create Account
Want to contribute? Support InvestorVillage by donating
© 2003-2019 Investorvillage.com. All rights reserved. User Agreement
   
Financial Market Data provided by
.


Loading...