Biotech Values

[io_io]

re: DNDN / WallDiver

"it has one of the two or three highest potential upsides of any developmental biotechs with market caps under $300 million."


I completely agree. The BLA decision is going to be so interesting, and will drive at the most fundamental issues.

I mean, how serious is the FDA when they said, in the past, that "Survival is the Gold Standard"?

Also, how do they see the "Risk/Benefit Profile" of Provenge ?

Or do they stick to precedent and rules-of-the-game, that the pre-ordained primary endpoint, once missed, consumes the entire allowable alpha error ?


And on top of all this, will cancer immuno-therapy actually be born to the world in '07 ? (ok, or '09, for those more bearish)


By-the-way, at the risk of having my entire post deleted once again, I also thanked you for your sustaining the R.M.F. here, despite the "silence" on DNDN pros and cons this last 6 months.