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Re: DewDiligence post# 15658

Wednesday, 12/03/2008 11:22:07 AM

Wednesday, December 03, 2008 11:22:07 AM

Post# of 19309
Dew,

I agree with the price being set too high. Everything about LEO says they were incompetent. The price too high as well as the excruciatingly slow pace in getting rATIII for sale in the different European countries.


I disagree about your interpretation of the phase II data. The DIC trial has been limited and far too slow in recruiting patients so I would assume that they have no idea. That is the simplest interpretation of why Leo stated they don't have any safety or efficacy issues for rATIII in th trial.


I completly agree that hat LFB does regarding the DIC trial will be the evidence we need. If LFB rapidily moves forward with the DIC trails, we wlll know Leo's statement was accurate and we will also see more evidnce they were incompetent and the wrong partner for GTCB. The latter is more damning evidence that GTCB management made another blunder.

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