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DewDiligence

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DewDiligence

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Re: masterlongevity post# 117461

Friday, 05/27/2011 1:33:58 AM

Friday, May 27, 2011 1:33:58 AM

Post# of 257300

JNJ/ELN/PFE—I put the odds of [Bapineuzumab] success in non-carrier near 60% and carrier around 25%.

On JNJ’s Investor Day webcast yesterday, Husseini Manji (head of neuroscience) said the phase-2 Bapineuzumab data were reanalyzed by “eliminating the assumption of linearity,” and the reanalysis gave the company greater confidence that the phase-3 program will succeed. I’m not sure what he meant.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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