Replies to post #140055 on Biotech Values

[mcbio]

Luke Timmerman writes on ONTY’s ‘Son of Stimuvax’, ONT-10

I'm not willing to gamble on ONTY finding success with Stimuvax in Phase 3 but, if it does indeed fail and the stock gets crushed, ONTY might be worth a look given ONT-10. (I'd like to see them do another raise before the pivotal Stimuvax results are released just so they are in decent financial shape at that time and have some leverage with ONT-10.)

[BTH]

Yes, maybe by the year 2020, when ONT-10 is at its second interim analysis, we can rehash all the same conversations about p-values here on this board. Seeking Alpha statistians can write about how theres a 90% chance of success at the interim, and then, when it fails to meet the expectation, those very same statisticans will say the chances of success at the final are little, if any, based on the same flawed principles that led them to their thesis in the first place.