WST's Morning Dig
Interesting speculation. I think one of the assumptions we all tend to fall into is that oncology will be the basis for the health care vertical. In an outside shot for the ages, what happens if XON demonstrates even moderate efficacy in heart?
I continue to believe that whatever happens in ZIOP will be a middle step to secure some runway with the final rejiggering occurring late 2019/early 2020 IF IF IF POC and solid tumors show progress. RJ is known to be patient so I severely dout that he offloads ZIOP anytime soon.
Back to digging. This bunker needs to be deeper.
WST