Biotech Values

[poorgradstudent]

Yeah, the enrollment analysis appeared to be his strongest point. But he even makes that analysis moot by saying that the planned telcyta + carbo trial in ovarian cancer will be the basis of approval in 2007. Of all the trials that Telik is running, that one is supposed to have the shortest follow-up time assuming that they stick true to their word and use response rate as the primary endpoint.

His invalid comparisons of clinical data for the ovarian cancer trials were shameful. His analysis of the NSCLC trial, summed up as "risky", is not exactly groundbreaking work for a biotech analyst. I think we all know that each and every pivotal cancer trial out there is risky.