Replies to post #86806 on Biotech Values

[AlpineBV_Miller]

You are asking for the (by far) largest, longest and most expensive Phase II ever.

Not necessarily. Higher-risk patients and not powering for a p=0.05 outcome would reduce both duration and sample size.

Even doing IVUS or poop studies in Phase II would be an improvement. If the drug doesn't help RCT either by increased fats in the stool or reduced deposits in the vessel walls, then there's no point in even doing a Phase III.

Repeating the path of Pfizer's $800M blunder and JTT's similar CETPi failure brings to mind the popular definition of insanity, not a smart clinical path.