Replies to post #130506 on Biotech Values

[mcbio]

My "they are reporting only the successful subgroups" antennae quivered on reading this. I don't follow the company, but I'd like to see what groups were not successful (I'm guessing most of the 1200mg group were not).

Which presumably raises its own questions since this would not be a linear dose response, correct? I.e., why would 600mg group be effective but not the 1200mg group? Would make me think the results are more apt to be a fluke.

[DewDiligence]

IMMU reports assorted Epratuzumab lupus data from EULAR:

http://finance.yahoo.com/news/epratuzumab-results-lupus-presented-2012-140000216.html

Not much of a reaction in the share price from this news, which probably makes sense given the assortment of data.

Note: UCB and IMMU restructured their Epratuzumab partnership in Dec 2011 (#msg-70314528).