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Duma,

At ~1:48 in the presentation the "flare" issue was raised and they said that you just don't see a flare with this drug. And as they discussed the flare issue more, it was said a flare is not a good thing to have in any event.

As you listen, you hear quite a bit how this drug is fast acting. Like a light switch. There is also a lit of uncertainty as to how this drug works, but also a lot of confidence that it does work. Although as projectchris articulately explained earlier in this threat, is the prostate tumor in the bone actually being killed or is the bone process being blocked?

I think the pain issue is a key to understanding this. They have lots of anecdotal stories about the pain reduction. Like turning a switch off it happens so quickly. That would indicate real effective efficacy. But anecdotes and cancer treatments are like drinking and driving. Very dangerous stuff.

Still, from an investment stand point, this stock is undervalued. If no news comes out that destroys this initial data itself and enough to keep hope alive the perceived value of this company is likely to double at least. $1 - $1.5 billion would be reasonable. If there is real and solid confirming data then more so than that.

However it works out the share price will almost certainly vary widely over the next few years as ti goes through the greed vs. fear transitions. It feels like it is in an upward bias holding pattern at the moment to gather some breath.

Tinker
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