Replies to post #237120 on Biotech Values

[DewDiligence]

(APLS/ISEE/CBIO/GMTX)—Re: GA/dry-AMD programs

I strenuously disagree with “Matt” (the author of the blog linked in #msg-161834361) that the conversion rate from dry AMD to wet AMD is a matter of small consequence because wet AMD is “treatable.”

I do agree with Matt, however, that ISEE’s dataset is weak and GMTX’s approach is hard to evaluate at this stage. The threads including #msg-140167648 and #msg-152020152 are pertinent to this discussion.

I have no position in any of the four stocks mentioned in the blog.

p.s. What is Matt’s handle on Twitter?

[bladerunner1717]

Thanks, marthambles.

Bladerunner