Replies to post #120672 on Biotech Values

[DewDiligence]

The non-linearity assumptions relate in part to the non-linear decline in cognitive function. Thus, this assumption needs to be taken into account along with the results of the ELN Ph2 trials.

I get that, but I’m unclear as to why removing the assumption of linearity makes JNJ substantially more confident of success.

If any of you either know of the link or by chance copied the slides, could you please post.

The neuroscience slides are at http://www.investor.jnj.com/common/download/download.cfm?companyid=JNJ&fileid=470990&filekey=69eca2f4-6abb-421c-96e3-05c9dcc85cfa&filename=jnj_manji_neuro.pdf . Regards, Dew

[biotech jim]

Sorry about the request about the slides from the JNJ presentation, I found them and they are available on the left panel on the sub-presentations, but not under the podcast links (no slides came up in the webcast).

bj

[Dub Narcotic]

ELN may be a good play in the runup to the results. It would be gutsy to hold through them, though.

[iandy]

Forgive my like total ignorance, but:

When you say "The non-linearity assumptions relate in part to the non-linear decline in cognitive function."

Are you refering to a non-linear decline in cognitive function in all patients or just the treated ones? Are you talking about the effects of the drug or the condition?