AI
| Followers | 73 |
| Posts | 3426 |
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| Alias Born | 04/28/2004 |
Wednesday, June 09, 2004 11:19:32 AM
OT: Rstor
I was happy with the latest round of Genvec data. Especially by the finding that they're showing a dose-dependence with respect to PFS and, to a lesser degree, with overall survival.
But I'm a Genvec investor, so accept the bias within.
As for Dendreon, I do not have a position. I've been trying to stay away from stocks that base future success on observations from previous subsets. I realize that Dendreon was very close in their ITT analysis, but I'd still rather wait. I feel the same for ALTH. I believe there is merit to both drugs, but I'd like that merit to be demonstrated prospectively.
I can't provide any reassurance, but I admit that I'm surprised you're letting a sector shake-down rattle your nerves a bit!
Buck up!!!!
Further OT: For those who always claim that stocks go down when they buy them, could you look into buying a little AMGN? I need that sucker to dive before the TLRK acquisition officially closes... thanks in advance
I was happy with the latest round of Genvec data. Especially by the finding that they're showing a dose-dependence with respect to PFS and, to a lesser degree, with overall survival.
But I'm a Genvec investor, so accept the bias within.
As for Dendreon, I do not have a position. I've been trying to stay away from stocks that base future success on observations from previous subsets. I realize that Dendreon was very close in their ITT analysis, but I'd still rather wait. I feel the same for ALTH. I believe there is merit to both drugs, but I'd like that merit to be demonstrated prospectively.
I can't provide any reassurance, but I admit that I'm surprised you're letting a sector shake-down rattle your nerves a bit!
Buck up!!!!
Further OT: For those who always claim that stocks go down when they buy them, could you look into buying a little AMGN? I need that sucker to dive before the TLRK acquisition officially closes... thanks in advance
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