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Friday, April 22, 2005 8:20:32 PM
>>So you say Pazdur may be bad news for DNDN, walldiver thinks it may be good news. One of you is loco. 
<<
Walldiver’s argument is that Pazdur emphasizes survival relative to surrogate endpoints. My argument is that Pazdur’s general philosophy is: reject first, ask questions later, let the patients be damned (e.g. Eloxatin, Erbitux).
Both arguments have merit, but on balance I think Pazdur is bad for an onc company whose drug is not yet on the market. However, I think DNDN’s exceptionally low valuation more than discounts for the Pazdur factor.
What do you think?
<< Walldiver’s argument is that Pazdur emphasizes survival relative to surrogate endpoints. My argument is that Pazdur’s general philosophy is: reject first, ask questions later, let the patients be damned (e.g. Eloxatin, Erbitux).
Both arguments have merit, but on balance I think Pazdur is bad for an onc company whose drug is not yet on the market. However, I think DNDN’s exceptionally low valuation more than discounts for the Pazdur factor.
What do you think?
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