News Focus
News Focus
Replies to #48229 on Biotech Values
icon url

bladerunner1717

06/07/07 1:46 PM

#48231 RE: DewDiligence #48229

Dew,

Do you like AGIX here? If they've got a great diabetes drug in Phase III with $130 million in cash and a $95 million market cap, they would seem to be pretty intriguing. You always say that you like to buy stocks when they are out of favor.


Bladerunner
icon url

iwfal

06/07/07 2:25 PM

#48235 RE: DewDiligence #48229

black-box warnings will soon be added to Avandia, Actos, and perhaps other diabetes meds

I doubt that in the end there will be a black box for Actos - since they have a randomized trial in cardiac endpoints that was successful for showing that Actos reduced cardiac events. (I know that in some of the Avandia discussions in the Press there has been talk of Actos being similar to Avandia - but unless I missed something quite large in the Actos trial this seems very unlikely.)
icon url

alfabeta

06/08/07 12:36 PM

#48288 RE: DewDiligence #48229

Actos
if actos gets the warning label, byetta and januvia may benefit but slowly.