Replies to post #146415 on Biotech Values

[DewDiligence]

HALO—rHuPH20 isn't therapeutic by itself, rather just convenience...

That’s a very consequential distinction when it comes to assessing safety.

For IVIG, specifically, an old-fashioned slow infusion may simply work better and FDA may be thinking this without stating it explicitly.

[p3analyze]

JQ- what do you think the fair value considering the CRL has no impact on the cancer and diabetes program? 7 dollars?