Biotech Values

[tinkershaw]

Yep, there are some issues as it is usually a red flag when the data released is parsed in such a manner.

There is previous data that supports the weight loss data in this trial, but I was not pleased with the focus on the sub-group without talking about the entire population.

This drug is still quite promising, and from what I can divine is the leading drug in clinical trials today (other than AMLN's earlier stage pipeline) but I do not like it one bit when they parse data like this in a press release. Usually it is done for a reason that is not favorable to the drug itself.

The market appears to be shrugging it and giving it no matter, instead focusing on LAR. IF the data when fully released is positive it may provide an upside surprise but I don't think the market puts an iota of value on it at present. So it would appear to have all upside potential and little downside potential for AMLN at present.

Tinker