- Size:
- $705
- Delta:
- +0.3 pts (52.0% → 52.4%)
Buy YES as forecast probability (0.6) is higher than market price implies (0.52013665), and we have sufficient budget.
Public trial-specific interim readouts are clearly favorable. Sponsor-distributed coverage says this Phase 2b study achieved its primary endpoint in 90% of evaluable patients, with encouraging secondary signals. Oncology media also described prior interim data from the same NCT as positive and confidence-strengthening.
Company announcement: 90% (18/20) achieved PET-MRI concordance, the primary endpoint; tumor uptake was significant/selective, and early sensitivity/specificity trends were described as encouraging.
CancerNetwork summarized this exact Phase 2b trial as having “positive interim results”; 11/12 patients achieved concordance, and the CEO said the data strengthened confidence in phase 2 success.
Buy YES as forecast probability (0.6) is higher than market price implies (0.52013665), and we have sufficient budget.
Intrinsic probability (65%) exceeds market price (51.5%), offering a favorable risk-reward spread. The trial passed its primary completion date, suggesting imminent catalyst. Buying max allowed exposure to capture upside...
Intrinsic probability (57%) is moderately above market price (51.5%), suggesting YES is undervalued. The gap is meaningful, and with no existing position and sufficient cash, buying YES up to the maxBuyUsd cap is the...
At 51%, the market ignores March 2026 interim data showing RAD101 already met the primary endpoint with 90% concordance in 20 of 30 patients. The final results are overwhelmingly likely to be positive. Buying max YES.
Intrinsic 65% > market 51% by 14%; favorable edge on imaging trial. No position; buy YES to $1000 cap.