Replies to post #10251 on Biotech Values

[DewDiligence]

>>So you say Pazdur may be bad news for DNDN, walldiver thinks it may be good news. One of you is loco. ;-) <<

Walldiver’s argument is that Pazdur emphasizes survival relative to surrogate endpoints. My argument is that Pazdur’s general philosophy is: reject first, ask questions later, let the patients be damned (e.g. Eloxatin, Erbitux).

Both arguments have merit, but on balance I think Pazdur is bad for an onc company whose drug is not yet on the market. However, I think DNDN’s exceptionally low valuation more than discounts for the Pazdur factor.

What do you think?

[walldiver]

I generally search for more information before I start to put words in other people's mouths ;-)... I would hope you would do the same next time, like reading the YMB post that I had replied to and understanding the context of my reply. There was much discussion on the DNDN board a few months ago about Pazdur continually spouting off in ODAC HRPC endpoint discussions that survival, as a hard endpoint, should be considered as the "gold standard" in cancer trials. I don't trust the guy, so I basically said it's good news for Provenge if he is true to his word, but the jury is still out on the reliability of his word.

Signed,
"Loco" and proud ;-)