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Replies to #88963 on Biotech Values
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iwfal

01/13/10 1:16 PM

#88967 RE: DewDiligence #88963

The premise of Derek Lowe’s blog is that GSK was conned by some fast talking Harvard guys at Sirtis



I certainly didn't get that out of the blog post. I interpretted it as just a statement of technical oversight which Derek described using 'intentional' language (as humans often do even when there clearly couldn't be intent).
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ronpopeil

01/14/10 2:43 PM

#89034 RE: DewDiligence #88963

Picked up more MNTA. Very bullish on this one. Dew, you've done a great job with analyzing the information and doing your DD. I do want to know why the FDA has yet to approve. I know these things take time but it would seem they have all of the information they need to make a decision. Why continue to drag this out? If it's ready to approve, approve it already.

Btw, i thought it was very bullish that Oppenheimer believes MNTA's drug may be the one approved. That would be enormous for us.