Biotech Values

[DewDiligence]

Re: Biotech hype and MoA labels

…your response is tangential to Dew's statement that, to put it more bluntly, MoAs are a dime a dozen. Virtually EVERY drug has an MoA touted by their developer. Even after it fails, most management teams come up with a new or modified MoA. It says more about the management team than the science.

To restate what I believe to be Dew's point - MoA is clearly hypothesis generating. But it is too easily generated post hoc and thus should be treated with HUGE scepticism - hard data on commonly accepted (or completely pre-specified) endpoints is much less easy to game.

Thanks, Clark—this is precisely the point I was seeking to convey.