Replies to post #79079 on Biotech Values

[mcbio]

Re: ANDS prediction

ANDS – I’m tooting my own horn here but I think these comments in #msg-37271427 turned out to be spot-on:

CEO Steve Worland may have inadvertently signaled that the purported partnership interest in ANA598 is not genuine. In reply to a question about what the next ANA598 trial will look like, Worland answered by saying that Anadys was leaning toward the design detailed in #msg-37270158.

If there were serious interest in ANA598 from prospective partners, I don’t think Worland would have answered the question like that [i.e. a partner would presumably have an input into the trial design]. This is a case of the dog that didn’t bark!

No shame in that Dew. Excellent sleuthing.