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Replies to #8373 on Biotech Values
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DewDiligence

03/02/05 12:14 PM

#8375 RE: urche #8373

>>Yeah, I was very pleased with the CC which assuaged my negativity expressed in earlier posts today.<<

I was expecting a stronger indication of satisfaction from you on the pooled 31-patient matter. Perhaps I’m emphasizing this unduly.

>>Apparently Cox also read my earlier comments on IHub and went out of his way to mention Merrimack and Centocor which also pleased me.<<

More likely, Tom Newberry read it and mentioned it to Cox. During an IMCL webcast about a year ago, I posted on the Yahoo board that the CEO, Dan Lynch, had just misspoken about the design of the Erbitux trial in first-line colorectal cancer. A couple minutes later, Lynch said, “I misspoke earlier about the trial design…”

There’s no question about it: people read these boards.

>>Thanks for asking the questions on the CC, Dew<<

You should find a way to get on these calls yourself. With the advent of Reg FD, it is harder for companies (especially small ones) to restrict the floor to only their favored questioners. Some companies still do that, but I consider it a red flag when they do.
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DewDiligence

03/03/05 7:23 AM

#8424 RE: urche #8373

Urche, just for you…

>>Apparently Cox also read my earlier comments on IHub and went out of his way to mention MERRIMACK and Centocor which also pleased me. He made it very clear, however, that he has no information or guidance on MERRIMACK.<<

This is now –please see the next post!