Replies to post #68740 on Biotech Values

[bladerunner1717]

re: GNVC

GNVC Yahoo board members asked Feuerstein to comment on the results released today and the CC. He complied with a long analysis. Although his conclusions are not quite as pessimistic as Dew's and PGS', the Yahoo board members were, understandably, disappoinnted and upset. (Feuerstein even called Dr. Thornton personally to discuss the results.)

Here's a link to Feuerstein's analysis:

http://www.thestreet.com/_yahoo/newsanalysis/biotech/10448931.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA


Bladerunner

[davidal66]

I'm still trying to figure out what the overall survival was? Have I lost my id, ego, super-ego, deduction, frontal cortex, hippocampus? I've studied the GNVC pr, looked at the message boards ect... and I cannot figure it out. Too much mumbo jumbo. Didn't the FDA want or care only about overall survival? Didn't the first peak give a glimpse of something promising(first 51 patients studied at years' end '06)happening with overall survival, but not median survival at 12 months... so the FDA agreed to change the endpoint to overall survival for TNFerade. But are they saying now that overall survival was about 9.9 months in each group. Or is this the median survival. If I'm reading the data set right, the best that can be hoped for is a long slog through the entire trial. Either the PR was obtuse on purpose(or by accident); either way, it's troubling.

[DewDiligence]

LPTN – Here’s an example of gratuitous CC flattery
(the kind you never see from the European analysts).
Follow the CC Starting at 29:30 until you get bored:

http://biz.yahoo.com/cc/1/99331.html

LPTN’s CC style appears to be a cross of AEN (formerly Pipex) and RPRX.