Biotech Values

[DewDiligence]

ARIA—I believe Rachel McMinn has again lost course… She is absolutely clueless, imo.

Actually, McMinn’s track record is better than most biotech analysts, and she made an accurate call on Ridaforolimus in 2012, when bullish ARIA posters on iHub thought she was out to lunch; from #msg-73352987:

FDA looks likely to reject ridaforolimus… Based on our read of the [FDA briefing] documents, we do not expect the March 20th panel to support approval, and we ultimately expect the FDA to issue a complete response letter, noting that the efficacy profile does not outweigh the safety risks.

This is just one of several good calls by McMinn during the past seven years or so.