Replies to post #184375 on Biotech Values

[GrthzGd]

Great piece; is it correct to view FMI's value as that of being able to identify in advance, for example, the 20% of cancer sufferers--the so-called "super survivors" in the piece--that would respond to Yervoy, etc.?

[DewDiligence]

John LaMattina's blog focuses on cancer-drug prices and puts the recent immuno-oncology breakthroughs in perspective:

http://www.forbes.com/sites/johnlamattina/2014/12/05/new-cancer-treatments-represent-major-breakthroughs-but-who-is-going-to-pay-for-them/

FMI is mentioned in passing.