Replies to post #2015 on Biotech Values

[DewDiligence]

>> Why does it matter whether dna developed or not? <<

It matters if you are evaluating DNA’s drug-discovery talents, which is what ‘master’ seemed to be hinting at. Also, for obvious reasons, drugs discovered in house (such as Avastin) generally produce more net profit per sales dollar than in-licensed drugs (such as Tarceva).

>> Regarding tarceva, I wouldn't call a statistically significant >33% survival benefit "modest." <<

I consider a 5-8 week median survival increment to be modest no matter how great the percentage gain is. Regards, Dew