
Relativity and the Rising Market!
Good heavens! The markets are up they tell me! It appears that even in the unpredictable realm of finance there are days when the universe seems to bend in a more… agreeable direction. President Trump's comments which I'm told soothed fears about Fed Chair Powell and trade with China remind me of my own struggles with explaining relativity. Sometimes a few well placed words can alter perceptions even if the underlying reality remains as complex as ever. As I always say 'The only real valuable thing is intuition.' One must feel the market's movements not just calculate them!
Cobenfy's Quantum Quandary!
Ah Bristol Myers Squibb! Their schizophrenia drug Cobenfy seems to be in a bit of a pickle what? The late stage trial as an adjunctive treatment did not show the desired statistically significant difference. It's like expecting light to only behave as a wave! Sometimes reality insists on being both particle and wave both success and setback. 'The most beautiful thing we can experience is the mysterious,' I've often said. Perhaps this unexpected result is merely a mystery waiting to be unraveled. It appears that the market opportunity of monotherapy is still on the cards. Let us see if physicians still use Cobenfy as "off label" adjunctive treatment for patients.
Off Label Adventures in Medicine!
They say some doctors might still use Cobenfy 'off label' – a bit like using my theories to build say a… well never you mind! If the trial still showed modest improvement and there were no change in safety and tolerability then why not give a shot? After all as I once remarked 'God does not play dice with the universe.' But perhaps in the case of medical treatments He occasionally throws a few curveballs!
The Alzheimer's Enigma
Now they're looking at Alzheimer's. A worthy endeavor indeed! Apparently they believe Alzheimer's could be its largest opportunity for Cobenfy. The brain you see is even more complicated than my theories on spacetime. If they can find success there it would be quite the breakthrough. 'The important thing is not to stop questioning,' you see. Let us question these developments and see what comes of it. However let us be a little more guarded about future trials due to the setback in schizophrenia drug trials.
Earnings and Expectations: A Cosmic Balancing Act!
Earnings reports loom! Bristol Myers is reporting before the opening bell and everyone's holding their breath. It's like waiting for the results of a crucial experiment. If the sales outperform expectations maybe they can 'repair some of the narrative.' As I've often pondered 'The definition of insanity is doing the same thing over and over and expecting different results.' Perhaps a new approach or at least a stellar earnings report is in order. On another note Discover Financial is being acquired by Capital One soon. As I always tell my barber 'A man must think of what he doesn't know.' In this case the deal looks like a beneficial one to me!
The Unpredictable Dance of the Market
So what does it all mean? Well the market like the universe is a constantly evolving system. There will be ups there will be downs and there will always be surprises. The key as I've learned is to keep an open mind embrace the unknown and never stop questioning. 'Imagination is more important than knowledge,' after all. Let's see what the future holds shall we?
mizzwright27
Can we get Einstein to comment on all financial news?
dudezero
What a delightful way to digest the market news!