Biotech Values

[mcbio]

I am not missing anything. The more they spent time talking up a drug like 797, the less interested I am. Talk isn't going to dispel doubt about this class of drug for chronic use. It sounded desperate to me.

I always appreciate and respect your opinions but we'll have to agree to disagree on these comments (do agree there will obviously need to be more LT data).

I'd like to see real data from 614, not what they claim.

We already have real data from 614's prior Phase 1 formulation (#msg-69525926 and #msg-69824793 ) and the new Phase 1b formulation that's expected to report out at ASH is significantly more potent than the prior version and gets 3X the exposure (item 5 of #msg-77460024 ).

They said 520 data was exciting before, but it wasn't.

I'll wait and see the combo data but I don't hold out much hope for 520 myself.