Biotech Values

[apljack]

ISIS: I suspect a cool response from the market even if the FDA approval comes through. Elevated liver enzymes and increased tumor growth risks will likely limit the number of doctors willing to prescribe and number of patients willing to take the treatment. My original interest was to see Kynamro approved and see how far physicians would prescribe off-label for heterogeneous HL and non-genetic HL.

I switched ISIS out for SPPI 3 months ago. I considered SPPI a better risk/reward play. The latest news supports my justifications/rationalizations. Time will tell, with some help from quarterly revenue reports ;)

aj