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Replies to #88796 on Biotech Values
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gfp927z

01/10/10 6:59 PM

#88799 RE: DewDiligence #88796

Dew, But geese may not be as particular as cows are diet-wise, (even Boston geese), so we'd have to factor in the intra-species differences :o)


BTW, I saw that you have Achillion on your favorites list, and on the contest list for 2010. Their Hep C data was early stage, and the Hep C space is crowded, but I assume you were impressed? Isn't one concern with early stage Hep C programs that by the time they get to Phase 3, Telaprevir and perhaps others will be on the market, and then these early stage programs may have to run/re-run additional trials against this new 'gold standard' in order to have a chance at approval? Also, with Achillion, do you expect some new partnering activities in 2010?

Thanks for your insights.


Well, 15th and last 'freebie' post of the day..


PS - I didn't mean to trash Monsanto. I agree that it's a good investment, but just trying to point out that there may be another side to the story beyond the investment aspects, and the company's own self serving PR about how they're trying to help solve the world's food shortage problems. Even if their intentions are good, it's dangerous to have one or two companies gaining a monopoly over the world's food supply, let alone playing around with it genetically in ways that could have unforseen consequences that no one can predict.


























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naginalfpost

01/11/10 1:55 PM

#88857 RE: DewDiligence #88796

GM Corn and Mammalian Health

Out today: A Comparison of the Effects of Three GM Corn Varieties on Mammalian Health

http://www.biolsci.org/v05p0706.htm

I am just posting this because I've been following the thread, not an expert in the field.

BTW, love reading this board for the investment and scientific insights, but don't have the bio background most here seem to have.