Of course this strategy requires a lot of shorting (to get the 80%), careful money allocation, and constant monitoring of stock prices. The risk comes with the 20% that garner FDA approval and skyrocket up.

I think that constant vilgilance is the only thing that will keep your losses less than your gains. Maybe exit the trade the day before the FDA announcement and be poised to go long the day the news is released. Lot of work, no vacations, and you are responsible for your own investments.

Compared with the precision of the computer industry, and nanotech industry, I can assure you we are dealing with something that is extremely speculative to say the least.

Second, I can authoratatively tell you that our research confirmed what is widely known — there are a HUGE number of signaling pathways, that one will kick in if another is stymied, and shutting one down which is the usual approach does not get you very far [e.g., perhaps just slowing of progression for a short while]. True this might be marketable, or at least has been in the past to some degree, but usually this was mostly the case when there was no other therapy option anywhere on the table. Not so with metastatic colorectal cancer.

Finally having a phase I trial does not mean much — you’re trying to figure out dose levels and toxicity. Starting a phase IIa trial indcates that you want to see if there is any impact in the human model — but don’t think it somehow conveys a lot of take-to-the-bank potential. The rubber meets the road when you do a Phase III trial, indicating that you are willing to spend some very serious bucks now in order to see if this discovery is worth a hill of beans.

In summary, it is my estimation from only a scientific viewpoint that the odds are very high againt this approach providing a marketable outcome in the next quite a few years. But if I’m so smart, why didn’t I win the Nobel Prize in Medicine yet? I haven’t, so I was just trying to give a neutral perspective from one of the guys that still plays in this pool. By the way, our research HAS shown that if one can address about 12-14 of the key signaling pathways simultaneously, and that’s the key — simultaneously — then you indeed do have a crack at turning off the carcinogenic process. But this leads to a dozen different therapeutics combined as a strategy, and it will be a long cold day in hell before the FDA would ever approve such a multi-focused approach [you'll have to trust me on the veracity of this fact]. Hope this helps a little.

I commend You and your website for your honesty and integrity. You are the best on the web. You are a credit to your profession and an asset to any investor. Keep up the great work.

Regards,

Ed.