Biotech Values

[DewDiligence]

>GNVC– I found this analysis interesting and persuasive.<

I’m surprised you did. The analysis, such as it is, strikes me as hoping and handwaving.

>It is unfortunate that many seemed to have looked only at median survival and panicked…<

As I noted in the reply to fotd, the median number is not especially meaningful. However…

>…when it is obvious from the data that the real benefit of TNFerade comes in the 12-18 month period.<

It is not at all obvious that TNFerade produces a bona fide medical benefit that is experienced in the 12-18 month window. It is more plausible, IMO, that the observed benefit seen during this window is a fluke.