Biotech Values

[walldiver]

I intend to find out whether or not Dr. Higano has discussed 9901/9902A results with the hedgies. I would imagine that any info she may have provided didn't help the hedgies with 9901, since the PR from last October caught them with their pants down. I also believe that she did not discuss 9902A progression data with the hedgies, as the short-seller mouthpiece analysts at UBS and Brean Murray would have said something about 9902A in their negative DNDN reports prior to 1/11/05. DNDN caught everybody off-guard by unblinding that trial for ttp data in January, when they had previously said they would not unblind until the 3-yr survival data was mature.

The only relevant info IMO that Higano could give the hedgies would therefore have to relate to 9902A survival data. If she disclosed p values for THAT, then she should be locked up. I highly doubt she did, and it's entirely possible that she did not discuss any DNDN Phase 3 trials at all, with the possible exception being 9902B's enrollment status.