Biotech Values

[mcbio]

On balance, these safety and efficacy results suggest to me that you will kill far more people by delaying approval than by approving the drug. Likely we'll have to wait for a long-term Phase IV to see if I am correct or not.

I assume you expect the FDA will follow the recommendation of the AC. If Qnexa is approved, is VVUS expected to go it alone on selling the drug or is there expectation they will try and land a big partner now (or otherwise plan on a takeout)? I haven't followed the story closely enough. Even after the run-up today, at ~$1.6B market cap, stock still may not be expensive if one is confident of approval, particularly if VVUS intends to go it alone and keep all rights to the drug.