Biotech Values

[exwannabe]

RE: DNDN/CGRB/OGXI valuation - Whoops!

I think you are a bit hard on OGXI for not being stat sig for OS in OGX-11. Comming close (p=.07) with just 50 events is fairly impressive to me. Also, there is no reason (AFAIK) for OXi4503 to be limited to PC as a target.

Cougar OTOH seams to be in valuation la-la land. It's another hormone agent for HDPC, in a space that is getting crowded and already includes at least one generic. The fact that their drug has shown evidence of efficacy after others have failed does not mean that much as this is often the case here.

Just added:

I guess J&J thinks otherwise!