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Replies to #71953 on Biotech Values
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iwfal

01/22/09 6:02 PM

#71955 RE: DewDiligence #71953

I strongly disagree with your contentions, On a Reg-FD-violation scale of 1 (least consequential) to 10 (most consequential), this one (assuming it happened) is about a 4.5.

Because of the fact that I consider the info less material than you do - and because of the fact that they seem to equally disclose to everyone who asks, I'd put it at a 2.5. (With a 2.0 being, for example, all of the data coming out of Dendreon about the alpha assignment. And I am sure I could find a ton of 2.0 data coming out of GTCB or MNTA as well.)

One man's material info is another's worthless factoid. -g-