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Replies to #36541 on Biotech Values
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Biowatch

10/30/06 2:12 PM

#36544 RE: DewDiligence #36541

"EMIS labeled the mean HbA1c reduction in each trial arm as supplementary data to be released after further study rather than top-line data to be released immediately."

Agreed. One of the analysts on the conference call kept grilling them about that, but Goldberg kept dancing around the question.

The analyst kept saying. "But you must know what the data are." Goldberg kept saying they need to due further analysis and subgroup analysis, but in a few weeks they'd have it analyzed well enough to take it on the road when talking to potential big pharma partners.
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DewDiligence

10/30/06 4:29 PM

#36568 RE: DewDiligence #36541

EMIS post-mortem post mortem:

Companies that feel good about their data do not ever behave the way EMIS did today.

When your data are genuinely strong, you don’t have to say much when you present them—you simply let the data do the talking.

However, from the moment he began speaking on today’s CC, CEO Goldberg sounded like he was a political candidate behind 20 points in the polls on the eve of the election.

And that’s all I have to say to say about that…