Biotech Values

[iwfal]

PPHM -

.Have you listened to Dr. Thorpe's presentation? I suggest the answer is "NO". And by the way there is a lot of good human data

I would suggest it is you, not I, ignoring the other persons argument since you've ignored my main point (PPHM mgt notoriously overblows their data) - whereas I did actually listen to about 1/2 the presentation. It's almost all MOA data with a little animal data. While my opinion on MOA data at this stage of the game (post ph ii) may be a little more extreme than most on this board I think I'd still be safe in saying that that at this point at best MOA data should be icing, not the cake. The data needs to speak and there is little speaking going on.

As for good human data - single arm trial data with verbal hints of other data after 6 years in the clinic is not particularly good.

PS although I might watch the evolution just as a curiosity, I do not intend to respond more in this thread. I was just trying to help you understand the perspective of many of the members of this board - but I have no interest in spending further time on it.