Monday, December 10, 2007 5:54:46 PM
Hey rstor1, I'm only kidding around, but I still would joust with you and not give you the last word just yet.
<<For the MANY investors that bought in the teens and twenties, listening to the naysayers would have been the better move.>> Well Dew Diligence was naysaying at $4 and $5 as I recall, and I'm glad I ignored him then and sold a bunch in the teens. He may have naysaid at $18, too, though who was counting with Maha and Howard going ballistic and FDA leaking to the cancer Rag?
Was Dew diligence right at $4 and $5? Depends what you mean by right, huh? 14 AC voters said there was substantial evidence of efficacy. One did not get the feeling from Dew Diligence's posts all those long years before the AC that he shared that view. It turns out that Pazdur did share Dewdiligence's view, at least to the extent that there was not enough in the two trials to warrant immediate approval.
Bottom line, is there enough evidence in the DNDN betting track records to decide that Dewdiligence's skepticism of JP is warranted? Wouldn't pass an FDA biostatistician's smell test, would it?!
IMO, if Repros gets the anemia IND, we can discount most of the intuitive naysaying. If the IND gets hung up at FDA, RPRX longs will have to grant DewDiligence's intuition was right that time. We'll know pretty soon and I for one feel confident.
<<For the MANY investors that bought in the teens and twenties, listening to the naysayers would have been the better move.>> Well Dew Diligence was naysaying at $4 and $5 as I recall, and I'm glad I ignored him then and sold a bunch in the teens. He may have naysaid at $18, too, though who was counting with Maha and Howard going ballistic and FDA leaking to the cancer Rag?
Was Dew diligence right at $4 and $5? Depends what you mean by right, huh? 14 AC voters said there was substantial evidence of efficacy. One did not get the feeling from Dew Diligence's posts all those long years before the AC that he shared that view. It turns out that Pazdur did share Dewdiligence's view, at least to the extent that there was not enough in the two trials to warrant immediate approval.
Bottom line, is there enough evidence in the DNDN betting track records to decide that Dewdiligence's skepticism of JP is warranted? Wouldn't pass an FDA biostatistician's smell test, would it?!
IMO, if Repros gets the anemia IND, we can discount most of the intuitive naysaying. If the IND gets hung up at FDA, RPRX longs will have to grant DewDiligence's intuition was right that time. We'll know pretty soon and I for one feel confident.
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