Biotech Values

[iwfal]

RPRX -

Then, there is the absence of QoL data. SERMs are a very poor "TRT." It is a rare male that chooses a SERM for TRT. SERMs are currently available in many forms - Clomiphene, Tamoxifen, Raloxifene - and are basically NOT used. Androxal is the trans-isomer of Clomiphene. This is to bring out the point that even if the FDA approved Androxal, which I doubt, the market is absent.

Agree with the last sentence. RPRX likes to tilt at windmills related to the medical community's blithe disregard for the complexity of endocrine control loops and what that means about treatment. Particularly in the case of Androxal, without some strong clinical benefit (other than fertility which, somewhat oddly, no one cares about). The RPRX fibroids drug at least had a strong clinical benefit even while it had quixotic aspects.

BTW - Podolski sounded close to outright combative in the cc about the latest results. Large risk he isn't hearing what the medical community or the FDA is saying. (This isn't to say that the medical community or the FDA is technically or morally correct - but it is dangerous indeed to ignore either.)

BTW2 - Apparently there is a mid-Sept AdComm on the topic of testosterone replacement. Should be interesting, although difficult to see how any outcome there would benefit RPRX - because right or wrong if T therapy gets hammered then it is likely that all T-raisers will get hammered.