Biotech Values

[ghmm]

FGEN:

Was any context given around the "big boys have shown up comment"?

It was in reply to a question by Michael Yee asking if they have talked to FDA about program.

http://seekingalpha.com/article/3973391-fibrogens-fgen-ceo-thomas-neff-q1-2016-results-earnings-call-transcript?part=single

Neff (I likes that he seems to like to talk a lot) goes into a long answer about the Virginia Mason investigator and what really interests him in the study (what they are seeing in response) then about why RECIST measurement is challenging in PA and what the drug appears to be doing which could be important for fibroproliferative tumors in general and then says since presenting at ASCO others ("couple of big companies") realize that.