Replies to post #49739 on Biotech Values

[walldiver]

Granted, that's an error on the Seeking Alpha contributor's part. However, as the company with this AMD drug is rather obscure, it's not nearly as egregious an error as Lawler's comically uninformed comments about Tarceva and Erbitux. OSIP and IMCL aren't exactly unknown companies. Tarceva fails the NSCLC Phase III combo trial with chemo, succeeds in the NSCLC Phase III monotherapy, and Lawler is surprised that Erbitux failed its Phase III combo with chemo in NSCLC, because Tarceva is already approved for NSCLC and they are both EGFR-targeting compounds? Luckily for my laptop, I had put my coffee aside right before I read the MF piece.