Replies to post #123998 on Biotech Values

[iwfal]

ONTY-

The bullish article actually did list 12 studies towards the end of the article.

Missed that. Will have to go back and look. But I'd expect, based on general tenor of the article, that they included a lot of trials that did no induction therapy. It wouldn't surprise me if all the trials were ones with no induction therapy requirement.

I don't agree with anyone - bull or bear - who claims with certitude that the median survival will be X months.

We are in general agreement - although I do find it moderately compelling to argue that the control group MST seen in START should be a better estimate of the post-hoc subgroup MST for the control arm of the ph iib. And that implies a MUCH poorer treatment benefit to Stimuvax.

As for the rest of your response - no comment since we are in general agreement.