Replies to post #248082 on Biotech Values

[DC15]

Thank you for your post as well. I think it is true that Jake wants some acknowledgement and that yearning may be the driver for his redundant posts. I also understand how it feels to be the recipient of bad news, i.e., I don't need you to tell me that my car needs a wash.

Some of the comments, no route for approval, Tylenol or Advil is just as efficacious... I received as being expressions rather than literal. I don't agree with the no route for approval sentiment and I think that was probably an error.

My wife had COVID 3 times, thankfully never hospitalized. I think it could be possible to rename having a cold caused by the COVID virus Vs having COVID the debilitating disease. This has been done with other viruses and their sequela.

Although I tested regularly at work I never tested positive and our daughter never tested positive.

I do not know what will happen with COVID, but if the Enanta drug could save lives, then let it be.

While my post about daily volume might not be too important, I should also provide the following;
mean = 227,425
median = 187,639

Providing the mean and median (in my mind) reveals the magnitude of the 6/16/23 volume 1,174,624 which really isn't that much greater.

[vinmantoo]

I particularly agree that it's always good to see other's negative thesis.

willyw,

Having the bear or negative thesis is essential. I take such views seriously when they are based on science or data, especially when the source is reliable in the past for their insights. That leaves out our "friend" who said Tylenol is as effective as Paxlovid.

What do you think about the taunting or redundant posts?

Childish.

For me the approval landscape is complicated- particularly for covid which has moved from pandemic to endemic and less lethal than earlier. Another, I don't feel that viral load by means of nasal swabs will be a good means of determining efficacy.

Right on target. Being in a lull in the summer certainly reminds one of influenza or RSV but time will tell whether Covid will have a similar seasonality. The viral swab data has been shown to not track with efficacy in the past and is not a metric the FDA cares about, even though that is what the market seems to have focused solely on. ENTA analyzed their data and presented data showing that even that metric showed EDP-235 efficacy in patients who had not been previously infected with Covid.

One of my complaints is that the posts were edicts; phase 3 could never happen (yet somehow Pfizer's next gen was somehow viable). The posts were invariably negative and little explanation or justification of one's thesis.

Exactly. Those comments certainly bring to mind someone with an axe to grind rather than someone providing a knowledge/information based analysis.