Replies to post #124057 on Biotech Values

[dewophile]

nice call

[DewDiligence]

A very nice call on DVAX. (I second dewophile’s recognition of such.)

[mcbio]

As I commented at the time, I disagreed with this assessment and said the weakness would prove to be a buying opportunity

Nice call Peter. Looks like I may have been unduly skeptical. However, one thing I have a question on is the reference in the original PR from DVAX about having missed the consistency criteria at 8 weeks and the news today that referred to not having met the criteria at 4 weeks. There was no reference to not having met the consistency criteria at 4 weeks in the original PR so these two PRs taken together are a bit confusing. Do you have an explanation for the discrepancy?

Assuming this is nothing, given the news today, do you view HEPLISAV approval on the first review as fait accompli?