Biotech Values

[iwfal]

I don't see oncology KOL's out there blogging. Until they do, Sally is by far the best I know of in terms of someone who is both well-informed and unbiased and who travels to meetings and speaks to KOL's and then blogs about it.

You know of some other person we should be following?

FWIW (because I find this at least a somewhat interesting thread despite your clear irritation):

a) I, personally, don't find KOL opinions generally useful other than context and to know where else to look (e.g. the best investments are away from the crowds). KOLs, for me, are too groupthinky - and too much contamination from whatever is the 'nifty' MOA. Besides I generally pick up most KOL stuff from reading the literature anyway.

b) Even if you are reporting on KOLs it would be much more interesting/useful if the holes, weaknesses, conflicts, ... were elucidated. Debate IMO is the best goad to reaching the correct path. In contrast I find Sally's opinion tends to completely reflect the KOL group thought with little critique (e.g. her various writeups on the MEK inhibitor in mKRAS NSCLC called the results 'impressive' because of the difference in medians and ignoring the OS HR was marginal.) Maybe this is the price of getting very open access to the KOLs? (although there are counter examples - David Miller manages to capture KOL data quite well while still maintaining the ability to think/critique separately).