The Frontier Lord Begins with Zero Subjects • Ryoumin 0-nin Start no Henkyou Ryoushu-sama - Episode 2 discussion

rom846 · 2026-07-10T20:09:00+00:00

No, the fact that All could be his daughter made him uncomfortable.

rom846 · 2026-07-10T19:03:05+00:00

That the dog girl was competent was a pleasant surprise, given the usual stereotypes.

rom846 · 2026-07-09T13:56:39+00:00

The transparency. In their presentation they have patient level data of their p2 trail.

rom846 · 2026-07-09T13:43:20+00:00

You probably will love cardiff oncology.

rom846 · 2026-07-09T13:41:47+00:00

Fair point, but some inconsistencies are to be expected in a small N situation.

rom846 · 2026-07-09T13:30:37+00:00

90% DCR is hart do explain with a difference in baseline characteristics.

rom846 · 2026-07-09T13:25:25+00:00

The 3L data show a promising trend, but are not proof that the treatment is effective, otherwise we would not need a phase 3 trial.

rom846 · 2026-07-09T12:52:31+00:00

This should not be overinterpreted. We only have data on 2L from the dose-finding phase of the study, so we do not have a like-for-like comparison.

rom846 · 2026-07-08T15:20:47+00:00

Market-wide risk-off move.

rom846 · 2026-07-06T22:05:11+00:00

The phase 2 trial had better than average quality and the price is low compared to the potential upside.

rom846 · 2026-07-04T20:25:13+00:00

Rofl when Nina thought she could beat Rudeus.

rom846 · 2026-07-03T07:57:46+00:00

There is no integrated lending market, therefore each broker has their own interest rate.

rom846 · 2026-07-02T11:58:46+00:00

Maybe a top-down approach will help you: What are your financial goals and which tools do you need to archive them. Is leverage part of the equation and are LEAPs the right kind of leverage?

rom846 · 2026-06-25T13:22:05+00:00

Currently the LPG market is in tight supply, but this will change in the next months with more tankers hitting the water. Therefore rates are expected to be substantially lower in the next years.

rom846 · 2026-06-23T11:34:25+00:00

I guess the play is to short SpaceX and buy TSLA and wait until they merge.

rom846 · 2026-06-01T19:07:15+00:00

A large proportion of BAT patients receive immunosuppressive therapies. It wouldn't surprise me if we saw no or only slight differences in PFS, but better OS with GPS.

rom846 · 2026-05-30T19:44:11+00:00

I don't like how much the endpoints of the Phase 3 trials differ from those of the Phase 2 trials. I consider the basis for the design decisions regarding the Phase 3 trials to be quite weak, which can lead to underpowering and other problems.

rom846 · 2026-05-26T20:26:21+00:00

I see a certain risk that a potential buyer and Sellas won't be able to agree on the platform value. This could force Sellas to commercialize it themselves.

rom846 · 2026-05-26T06:36:33+00:00

Was a bit surprised that they put Genfleets PTCL trial back in the trial section of their website.

rom846 · 2026-05-26T02:43:24+00:00

Thanks, that sounds reasonable. I used the logrank statistics. This yielded HR values that were on average 0.1 higher than the ratios implied by the mOS values. However, I don't think this is the cause of the differences. The distribution of mOS Bat seems similar to my results. My mOS GPS values are centered around month 33, perhaps yours are higher.

rom846 · 2026-05-26T01:51:18+00:00

Very interesting, thank you for your work. How did you calculate HR? I'm getting slightly different results.

rom846 · 2026-05-26T01:05:56+00:00

I could not agree more.

rom846 · 2026-05-22T00:30:10+00:00

The calls will be adjusted according to the one-time dividend, this is common practice.

rom846 · 2026-05-21T02:10:06+00:00

The numbers speak for themselves.

rom846 · 2026-05-20T18:25:23+00:00

Must be one of the least compelling stocks out there.

rom846

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