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Replies to #98873 on Biotech Values
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n4807g

07/15/10 5:23 PM

#98877 RE: tony111 #98873

ditto
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turtlepower

07/15/10 6:00 PM

#98878 RE: tony111 #98873

VVUS - I had no position in VVUS. If i did i wouldn't have posted the jeffreis note nor the efficacy issue of the low dose :).
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turtlepower

07/15/10 6:07 PM

#98879 RE: tony111 #98873

ARNA prbly has a better chance based on what happened at todays panel. I think the three concerns are efficacy, valvulopathy and the fact that the panel has been convened on a date about a month before PDUFA. The latter point suggests that at the very least there could be a delay.