Biotech Values

[poorgradstudent]

DNDN:

>From previous conversations with you I suspect you would take Provenge (on a risk/reward basis) if you had the disease at that stage. Given your doubting nature (no slam intended), this is pretty strong endorsement.<

You did read our previous conversations right. But since the briefing documents, and going over all the papers again, I have to say that I have changed my stance on this.

I don't think that the HR from 02B is going to be anywhere near the 1.7 that 01 showed (on a log rank analysis, which is what the AC seemed to want as well?).

We'll see how stupid i look in a few years.