Biotech Values

[DewDiligence]

FoB panel post-mortem: All told, there was a notable lack of interest in these proceedings on the message boards I read and on Twitter. Perhaps investors are tired of hearing about FoB guidelines and simply want to see concrete action from the FDA on specific FoB programs; on this score, the comments by NVS’ Mark McCamish (#msg-75497154) had particular relevance, IMO.

Despite the above, I did find that some of the presentations at the panel contained nuances that aided my understanding of the subject (e.g. #msg-75490408).

The biggest story of the FoB panel was undoubtedly the no-show of MRK (#msg-75491179).