Biotech Values

[terry hallinan]

DewDiligence,

Crock or not, Denosumab could become a $3B drug by the end of the decade if not sooner.

I wouldn't argue that for a second. Not my point at all. I was not proposing anything remotely resembling an expert opinion but little more than a raw prejudice. I have no wish to inflame but rather to propose a caution about snake oil.

Denosumab appears likely to be a very useful drug but...

With the leading edge of the baby boom turning 60 next year, a convenient, safe, and efficacious drug for osteoporosis is going to have a heck of a tail wind.

Some of this has the look and feel to me of the proposition that Macugen will not only cure your eyesight but prevent cancer.

Maybe both propositions are true but considering the decades of use and large studies that would be required to provide reasonable evidence for the claim, I submit it might not be terribly wrong to have some doubts.

Should be a multitude of cures for Bill Gates' autism. All will most certainly work because Gates was never autistic.

Using Google, I found numerous experts discussing the known fact of Bill Gates' autism when I was surprised by the claim.

Pinned down, I think the more knowledgeable and reasonable of the fine folk declaring Bill Gates is autistic (including Bill Gates' own purported confession) would admit rather that Gates might have Asperger's Syndrome.

Well yeah, they murmur, but Asperger's is in the autism spectra.

Whatever that means.

It is something like putting all lung diseases, from cancer to pneumonia, into some kind respiratory spectra IMHO.

Hope you get my drift.

Or forgive an impossibly mule-headed doubter. I am after all from Missouri.

Best, Terry