Replies to post #2361 on $Bob's and Jbem's Bitchin' Bios

[oldberkeley]

kei- Yep, I remember. The difference between this and DVAX, as of course you realize, is that with DVAX we were talking about a binary event involving an FDA ADCOM. Always a huge risk!

With ACST the event is simply the release of PH II trial results, which by all preliminary evidence should be fine. Still risky, but not as much.

We're both guessing, but perhaps I'd quibble a bit with your numbers. Don't think it would be cut in half, but it would take a big hit. Don't think it's going to double, but 50% is not out of the question.

Best of luck! -ob