Biotech Values

[vinmantoo]

I particularly agree that it's always good to see other's negative thesis.

willyw,

Having the bear or negative thesis is essential. I take such views seriously when they are based on science or data, especially when the source is reliable in the past for their insights. That leaves out our "friend" who said Tylenol is as effective as Paxlovid.

What do you think about the taunting or redundant posts?

Childish.

For me the approval landscape is complicated- particularly for covid which has moved from pandemic to endemic and less lethal than earlier. Another, I don't feel that viral load by means of nasal swabs will be a good means of determining efficacy.

Right on target. Being in a lull in the summer certainly reminds one of influenza or RSV but time will tell whether Covid will have a similar seasonality. The viral swab data has been shown to not track with efficacy in the past and is not a metric the FDA cares about, even though that is what the market seems to have focused solely on. ENTA analyzed their data and presented data showing that even that metric showed EDP-235 efficacy in patients who had not been previously infected with Covid.

One of my complaints is that the posts were edicts; phase 3 could never happen (yet somehow Pfizer's next gen was somehow viable). The posts were invariably negative and little explanation or justification of one's thesis.

Exactly. Those comments certainly bring to mind someone with an axe to grind rather than someone providing a knowledge/information based analysis.