Hi Dew, i've been MIA for awhile - but now i'm back on the board. how is everything? i noticed that the board isn't available on the Biotech NASDAQ list anymore. did you guys move?
i've been doing a manual search for 'biotech values' in the search box. but now i've added it to favorites and bookmarked it.
didn't have a chance to go to EASL this year. but went to AAN for the CLARITY results trial. the speaker seemed to really downplay cladribine's risks for malignancies. i don't know how i felt about that. most of the sell-side analysts that i met up with at the event were also talking about both cancer risk with FTY and Clad.
i'm more worried about the fact that they are 4 diff types of cancer with clad. one in a pregnant women. but you can argue that if the drug is going to be used in treatment experienced patients, these women are likely to be older and have passed the childbearing age already.
it will be interesting to see how the FDA views the first oral MS drug approval and how strict they are in terms of REMS, patient monitoring, and labelling.
i've also been following ACOR. street seems mixed on that. recent .. i think lazard or piper report cautioned on fampridine's regulatory risk. what are your thoughts on the seizure risk with that drug? also, heard from neurologists at AAN that Sanofi's nespiridine?? is a much safer drug, and now in Phase II, moving into P3 enrollment. earlier than expected. don't know what that's going to mean for ACOR's drug once this Sanofi drug hits the market - if it indeed has no seizure risk, since it targets both Na and K channels, unlike Famp.
Nexavar failed in melanoma, but that was hardly surprising. i guess the next biggest thing will be ASCO. tarceva ATLAS/SATURN trials. wonder if OSI shares will take off.
we'll have to wait and see!
hope everyone on this board is enjoying the nice weather!
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