Biotech Values

[acgood]

Dew and mc- I did listen to the ALNY call, wasn't terribly informative. No issues in terms of safety or imbalances between arms. Answer to everything was that they will discuss with regulators and potential partners Cubist and KHK and decide later this year. I don't think anyone disagrees that the drug is active in these patients, but I don't believe anyone involved will moved it forward. There was zero discussion/contemplation of the possibility of submitting the current data for approval, as had been very quietly suggested in the past.