Replies to post #129437 on Biotech Values

[jbog]

ghmm,

From last weeks conference, I actually gathered the same impression.

Importantly, the safety signal are still clean.

[biomaven0]

The importance to pointing it out is relevance to XNPT's program.

For the first time as far as I know a broker has picked this up - Wedbush out today with a comment about XNPT mentioning potential dosage advantage, flushing advantage and better patent protection.

Peter

[DewDiligence]

The TID data seem better here then the BID, though I am not sure if they are stat sig.

As was the case with BG-12 vs Copaxone, the CONFIRM study did not perform (and never intended to perform) a statistical comparison of TID vs BID dosing.

Had a TID vs BID comparison been made, it’s clear that the result would have been non-statsig for superiority; the result of such a test for non-inferiority would have depended on the definition of the non-inferiority margin.