I liked your take on Cassava. I thought it was balanced. I do think the CEO is a sketchy figure. Will see. Minor suggestion, can you make the slides full screen?
Awesome. By the way, do you have any thoughts on Heron Therapeutics. HRTX. The short interest is at a crazy high level. I think they have a decent pipeline and with the whole opioid epidemic going on Zynrelef is ought to be a good addition to pain management medicine. I could be missing something though. I wonder if you have covered them before?
Regarding the compromised preclinical stuff of SAVA: I think the issue is not whether it's reproducible or not (as you mentioned, a lot of the stuff is not reproducible), but the issue here is that there are obvious signs of figure manipulation. That is definitely done with malicious intent.
Thanks for the video
I liked your take on Cassava. I thought it was balanced. I do think the CEO is a sketchy figure. Will see.
Minor suggestion, can you make the slides full screen?
Thanks! I did that in my latest episode. It should be easier to see the slides there.
Awesome.
By the way, do you have any thoughts on Heron Therapeutics. HRTX. The short interest is at a crazy high level. I think they have a decent pipeline and with the whole opioid epidemic going on Zynrelef is ought to be a good addition to pain management medicine. I could be missing something though. I wonder if you have covered them before?
Regarding the compromised preclinical stuff of SAVA: I think the issue is not whether it's reproducible or not (as you mentioned, a lot of the stuff is not reproducible), but the issue here is that there are obvious signs of figure manipulation. That is definitely done with malicious intent.
Agreed. I tried to make that clear.
cant wait for CRIS. they have good mono data. buyout next year i think
I'm hoping for the same. Good monotherapy effect
30:55 adas cog 11 -- do you this is a good biomarker?
It's not so much a biomarker as a cognitive behavior test. Yes, it is among the gold standards for AD cognition evaluation.
Did you hear about Hepion filing patent on the 6th for cancer treatments? Could be really good
Seems you are again making a mistake with underestimating Cassava Sciences