OT-In retrospect, DORB was a great trading opportunity right after ODAC.
The great trading opportunity was there because of the compelling data, IMHO. I'll probably go to my grave still convinced that anyone unfortunate enough to get GVHD would do better on orBec than Prednisone. While we'll likely never know, orBec as prophylaxis would have done even better than after the onset of GVHD..again JMO.
Regrettably, DNDN also offered great trade opportunities after the AC thumbs up (if you count shorting as part of your repertoire, which I don't). More and more, I'm finding that blindly shorting all biotechs who run up on positive data is the better investment.
I'm really starting to wonder if hormone replacement for women, followed by Rezulin, followed by Vioxx isn't crushing any chance for drugs without perfect data to get approval. It's one thing to discuss the fate of new drugs as they apply to investments. It's entirely another to discuss these drugs as they pertain to patients. Maybe I don't know enough...and I'll admit to being a novice in the biotech investment arena..., but I find myself still disgusted that advanced prostate cancer patients do not have access to Provenge, and now someone with GVHD has no opportunity to take orBec.
Best regards,
Geoff
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