Biotech Values

[DewDiligence]

Re: Feuerstein’s take on today’s ITMN-191 data

This is not one of Feuerstein’s better writing efforts! He baldy wants to conclude that ITMN-191 is inferior to Telaprevir, but he is forced to concede that, on an apples to apples basis, the ITMN-191 data are indeed better.

Unable to bash ITMN-191 for its efficacy, Feuerstein then resorts to telling us that Telaprevir has a first mover advantage. As if we didn’t know that already!

Write-ups such as this one make it easy for me to justify not subscribing to Feuerstein’s biotech newsletter.