Biotech Values

[AlohaDan]

Your overlooking something that weighs much higher than a drop out rate in single digets no matter if it's CJC or whoever.

That's the size of the market and the humongous number of pts. If 94% can handle the drug there is more than enough to go around.

The difference between CJC and Amylin is probably going to be small on side effects from what I have read. I don't think anything conclusive has been illustrated by this first broad brush.

The major question is efficacy between injections, and reducing the latter. That's the whole point of CJC's approach, not to mention Alkermer's, patches, et al

Assuming CJC has equal or better efficacy than Amylin, reducing the number of injections will be of sufficient advantage to capture a substantial market share. IMHO anyway.

dbrio mayhave a point about a drop off until final results in. Gotta mull that one over.

I can't open the web cast. where there any points covered/elaborated on that weren't in the press release