Replies to post #187640 on Biotech Values

[DewDiligence]

OCRX -11% on mixed results in IST phase-2a trial (#msg-110957753).

[DewDiligence]

Bought a small position in OCRX today (eom).

[stuartscott8900]

Dew,

After seeming hesitant on Ocrx due to the design of the phase 2b study,you purchase the stock.Is there something in the data released that gives you more confidence than previously.

Also interested if you have a opinion on Aerie Pharm.Starting phase 111 trials on a glaucoma drug that seemed to perform quite well in prior studies,in a large space with no approved therapy in 15+ years.Was interested in seeing a Regeneron officer on the BOD.

Thanks for all your comments.

[mcbio]

OCRX

The problem here is that the SoC, a laxative detested by patents and hospital staff, actually world fairly well, so showing an incremental statsig improvement by adding OCR-002 may be tough.

I missed this prior point of yours about SoC being pretty effective on its own so I'll dial back some of my prior concerns on the interim look showing the need to increase the trial size. Just curious, why is the SoC so detested?