Biotech Values

[turtlepower]

ECYT - Just finished listening to the call. The EMA appears to have been very receptive and without the updated OS numbers too! So that bodes well and should remove some of the the overhang from the bad OS data in december. A few additional things to note

- The trial will enroll a small number of FR+ patients as well so there is the potential of expanding the label.
- The company is still looking to partner and I think at least in the EU they should.
- They may do a taxol safety study because some ovarian patients are on taxol.

In addition Doxil also causes cardiovascular toxicities after about 12 cycles so EC145 can be used as a stand alone and I think Ron Ellis confirmed that during the Cowen presentation.