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Replies to #44990 on Biotech Values
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iwfal

04/14/07 3:10 PM

#44996 RE: DewDiligence #44990

I have not said that a CU program is in fact coming; rather, I’ve said that DNDN longs have been intellectually dishonest in the way they have dismissed the possibility.

Is there some precedent for this? Do you have an example of a drug that was given an approvable and immediately instituted a CU program. I asked someone else espousing this view and he gave an example of Revlimid - but Revlimid was actually fully approved. They opened a CU program for a completely different indication.

Clark
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iwfal

04/14/07 3:16 PM

#44998 RE: DewDiligence #44990

Dew - Do you have an examples at your fingertips of drugs given a thumbs up by the AC and then given only an approvable by the FDA. In my ODAC database from 12/03 through 2005 there are none - 5 thumbs up and 5 approvals. It would be interesting to see a counter example.