Biotech Values

[iwfal]

GERN -

I would be careful of accusing someone hiding data. Here is transcript:

I fully agree "hiding data" is probably an overly black and white term for something that in real life is more gray. I was not trying to accuse them of SEC violations. But nonetheless they also noted in the conference call that they didn't fully describe the SAE issues in their ASH presentation because they "ran out of room" in their 12 page limit. Maybe that flies for more minor issues, or issues seen and disclosed for other trials. But for potential liver issues not seen in previous trials... ?

And they have at least a little (and IMO more than a little) pattern of when-they-don't-disclose-expected-data it isn't favorable. E.g. for the MM ph 1 they do not appear to have disclosed Response Rate data. When I couldn't find it I speculated that it wasn't good. Others said that they probably just didn't measure it. And the reality is, as they verbally disclosed in the Q CC, they did measure it and it wasn't particularly good.