Biotech Values

[ghmm]

Thanks for the notes!

Do you follow NKTR-214 by chance? On the call yesterday they indicated that its possible the currently planned Phase 1/2 study could potentially function as pivotal. I am sure some of it is Howard Robin's "enthusiasm" (it sounds better then hype since I'm long ) but perhaps part of it is the regulatory environment may be more favorable (if it shows true breakthrough potential).

On another topic did you happen to catch the SRPT call? Though I suspect there has been meaningful decline in 6MW (Though I hope not I wouldn't be shocked if it is even accelerating a bit given the nature of the disease) they indicated, other than the 2 who lost ambulation earlier, they are all still ambulatory. I suspect that doesn't change your opinion any? They will also release 4th biopsy data and the 6MWT data prior to the advisory committee.

Here is the Boston Business Journal story
http://www.bizjournals.com/boston/blog/bioflash/2015/08/sarepta-ceo-all-boys-in-duchenne-trial-still.html?ana=twt