Biotech Values

[DewDiligence]

>>If dndn does not want the 9902a interim data to be presented, then i can see why the PI would have no interest in making a presentation at ASCO where she couldn't really discuss any data.<<

Is it that DNDN does not want the data presented, or it is that the data are no longer eligible for presentation because DNDN jumped the gun by issuing a PR with a qualitative appraisal of the TTP and survival metrics?

If the former, DNDN may be worried about either rehashed bad press about the TTP endpoint (as walldiver suggests) or about undermining discussions with the FDA on a 9901+9902a BLA. Management would have to be pretty thin-skinned to worry about the reaction from Wall Street, but I do not rule out that explanation.

This has been a bizarre play, but I think things will be clarified at the quarterly CC on Tuesday.