Biotech Values

[poorgradstudent]

For AF to allow the hedge fund guy to label Iclusig a "dirty drug" was irresponsible at best. If he as informed as he claims to be on the space he covers, he knows the data the FDA used included all the AE's and not just the ones attributed to the drug. Why allow some hedge fund guy with an obvious agenda to talk trash?

I think this becomes "irresponsible" if AF doesn't follow up once sales / EPIC results are known. I have no problem with AF giving voice to contrary opinions, but I think the intellectually honest thing requires that he follow up*.

But overall, who cares what one hedge fund guy says?? Shareholders are so sensitive, especially when 99% of the people deciding to prescribe the drug will never read that article.




* I place the onus for follow-up on AF because of the anonymity. If the HF guy attached his name to the opinions then I would be happy to follow up in the future.