Replies to post #41295 on Biotech Values

[DewDiligence]

>After YMI's fall, could this be a value play based on their anti-EGFR drug?<

That’s how rfj is playing it, but I’m not tempted. On the other hand, if you own a lot of IMCL and are looking for a hedge, picking up some YMI could make sense, I suppose.

YMI’s next piece of news will be about AeroLEF and it’s due any day. AeroLEF missed the efficacy threshold at an interim look but, unlike Tesmilifene, the AeroLEF trial has a conventional design where the drug could succeed at the final look. Whether AeroLEF has a chance to be a successful drug and compete with the likes of CEPH’s Fentora is a separate question, of course. Regards, Dew