Biotech Values

[rkrw]

Dew,
You've been short dna, so maybe you're loathe to give them credit.

I couldn't disagree with you more on the tarceva data. When you take into account it's a median number, some have virtually no response while others are outliers with tremendous responses, the drug is a major advance. This was not only proven with the primary endpoint, they hit *every* secondary endpoint.

Regarding v. Iressa. Fact is tarceva now has survival data, secondary data in a controlled clinical trial, all iressa has is uncontrolled data. Kind of like genr