Replies to post #27691 on Biotech Values

[bladerunner1717]

David,

I'm not sure that I understand your reasoning. Why didn't you want them to focus on breast cancer? Would you have preferred that they focus on lung cancer? Why was the subgroup of patients who did not present with brain mets at time of diagnosis a "FAR more scientifically sensible subgroup of patients?" Subgroup of what patients? Does this mean you don't like the construction of the current Phase III? (Because it includes breast cancer patients with brain mets.)

The breast cancer lobby was not entirely in favor of approvable. NBCC was opposed. I believe their opposition had an egotistic/political purpose: They felt they were not adequately involved in the trial. They are far more involved, as I understand it, in the current trial.

I'm not disagreeing with you, but I can't seem to follow your logic here. Maybe you can explicate better, so that my simple mind can grasp what you're saying.

Do you like ALTH now?


Bladerunner

[spartex]

David, any updates on ZONA's fundamentals?

Last weeks move appears to have been driven by some institutions getting word from the company on confidence about their current drug trials per this Punk Ziegel upgrade of their target (below).

Do you have a target price on ZONA over the next year?

Thanks!


09:01 ZONA Zonagen tgt raised to $25 from $14 at Punk Ziegel (12.42 )

Punk Ziegel raises their tgt to $25 from $14 saying several recent developments diminish risks inherent to Zonagen's clinical programs that they had incorporated into their valuation of Zonagen and increase their confidence in the safety and efficacy of Proellex and Androxal as well as their respective market sizes. The firm says most importantly, following recent discussions with thought-leaders, their concerns about the potential for "endometrial hyperplasia" to be observed in patients receiving selective progesterone receptor modulators like Asoprisnil or Proellex and the associated risk of uterine cancer have largely been mitigated.