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Replies to #4379 on Biotech Values
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Richter718

10/28/04 5:08 PM

#4380 RE: DewDiligence #4379

<<<Some of the GENR’s R&R presentation regarding the 10mg dose did not entirely ring true. I am trying to figure out what it all means.>>>

I hope you intend to share your conclusions. I listened to the webcast, and share the *feeling*, but don't understand the issues well enough to know what it is. Ignorance sucks.
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rwwine

10/28/04 5:31 PM

#4381 RE: DewDiligence #4379

R&R Presentation

I have listened to the 20-minute fumble presented at the R&R event. Although the presentation was weak (IMHO), I did not pick-up any nuances that lead me to believe that GENR management is feeding us investors BS. For what is worth, I continue to believe that Roy, et al is pushing for the best deal for us shareholders, but as Dew has previously stated, GENR may be over-playing their position in their discussion with the potential partner(s).

Congrats to the Boston Red Sox!!! Now if only my beloved Chicago Cubs could make it to the World Series and actually win before I die……………





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mskatiescarletohara

10/28/04 5:34 PM

#4382 RE: DewDiligence #4379

+++Some of the GENR’s R&R presentation regarding the 10mg dose did not entirely ring true

In what ways? They recently added this as part of Phase II in combo with Visudyne...correct? I remember there was an ample amount of discussion here regarding the lower dose, did GENR explain this decision, was this what the FDA wanted?

I can tell you I am hearing through sources the FDA is taking a closer look at angiogenesis drugs and their toxicities due to the Vioxx and Avastin side effects.

katie...
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Richter718

10/28/04 9:36 PM

#4385 RE: DewDiligence #4379

After replaying the webcast, I think the only problem with the presentation was Levitt's poor speaking ability and preparedness. Otherwise the early data from 207 is promising, and the rest of the presentation (even though we've heard it many times) was status quo.