Biotech Values

[DonShimoda]

Claiming Iclusig is "dirty drug" based solely on AEs seen in a 3/4 line setting is a really weak bear thesis (and poor journalism, imo).

I'd like to clarify this statement. Not only do I not have a problem listening to the other side of a trade I'm involved in, it is one of the things that makes this forum so valuable. You don't have to look very far to find smart folks who may have a different view. The problem with most message boards is that the bear thesis is often given short shrift.

I guess what bothers me most about Adams article is that the "dirty drug" comment was allowed to go completely unchallenged and, as a result, AF lent it credibility that, imo, it didn't deserve.

Also it is my understanding (as reported on bloomberg) that there was a vendor reporting issue with this weeks IMS data. I have no way of knowing whether AF knew about the scrip issue and didn't include it in the article or he didn't know about it in the first place. In either case, I don't think this was his best work.