Biotech Values

[jq1234]

>> The best way (IMO) to analyze [GLPG IPF data] is to look at the totality which IMO is very encouraging while clearly early and not definitive proof.


I have to laud you for being the only one on my twitter stream who pointed out some caveats on FGEN IPF data because you followed ITMN for a long time. I initially thought it was really amazing to see the overwhelming euphoria over FGEN IPF data vs universal scorn on GLPG IPF data on twitter, then realized the reaction was somewhat consistent as most just focused on FVC data - statistical models used and missing data imputations can affect FVC result significantly thus sensitivity analysis and imaging data go a long way to support FVC data in IPF trial the size of FGEN and GLPG.