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Replies to #46349 on Biotech Values
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rkrw

05/09/07 10:11 AM

#46360 RE: ghmm #46349

Thelin efficacy spa goals were met. But apparently there's an issue causing the fda concern. But ency won't tell anyone what it is.

As an investor how could you have predicted this if the company won't tell you whatever it is was there in the first place? That's one reason why you can never get too comfortable even if an spa is met.

Other risk to ency is gild's ambrisentan will very likely push thelin to 3rd line treatment. If approved. Fun to watch with the pdufa's so close together.