Mar. 3 at 12:26 AM
$ACRV was just listening to part of the fireside chat webcast from earlier today. one of the questions the moderator asked PB-J was what investors might be missing with respect to ACR 368 (essentially acknowledging that the SP has behaved poorly since the release of the latest clinical trial data on ORR). PB-J's answer was that serous subtype endometrial cancer accounts for nearly 50% of all endometrial cancer deaths, yet there are very limited options for treating it, and that leading experts in the field are very enthusiastic about the trial results. i had to use google search to find # of annual endometrial cancer deaths and translate that ~50% into real numbers. i think in time
$ACRV will tighten up their elevator pitch and investors will catch on, so this remains a long-term hold for me.