Biotech Values

[dangerM]

DVAX not enough time to read in detail

however, I'd summarize it with

- FDA: ~ "about the imbalance of cardiac events, we cannot exclude Heplisav as cause"
- There's the uncertainty of the baysian analysis by FDA statisticians
- The FDA and DVAX still are discussing about the postmarketing study (p.45), since the first they weren't so happy about the first proposal

I do not have any DVAX share now, since the decision is too uncertain to me. Perhaps I will overpay when buying back some DVAX shares after a positive FDA vote (since I like their IO stuff). Perhaps I just avoided a loss.