Replies to post #117862 on Biotech Values

[ghmm]

I heard about 5 minutes of the Array call then got tired of hearing Conway say the same things. Maybe mcbio will recap if there is anything new :-). No company I am really interested in at present is presenting may listen to Allos or Micromet.

[BTH]

Is there really anything "new" at this "roundtables" or is it all regurgitated crap from the previous 4 investor conferences?

I don't even really bother listening to these types of conferences anymore....

...probably best just to plant a fly on the wall in the "after hours" behind closed doors meetings.. hush hush

**BTW, I would love to know how Leerink's business is doing since the channel-research crackdown. I would imagine they have taken a massive hit (or likely will when the soft-dollar accumulation cycle is over).

[jq1234]

I listened to two of them, MITI and AVEO, plan to listen to PCYC. I got new items from question and answer session. For example,

1. MITI to present full MT103 NHL data at ICML June 15-18.
2. AVEO phase III RCC trial design assumption: PFS nexavar 6.1m, tivzanib 9.1m, statistical power 90%. It's great company discloses this type of information.