Replies to post #146926 on Biotech Values

[iwfal]

PPHM -

It would be great to hear a critique of Dr. Thorpe's presentation from those who claim to know more than he does about Bavituximab.

1) I think you miss the point - EVERY drug, including scams, have great MOA explanations. And good animal data. It means very little.

2) PPHM elicits the reaction it does because of their history of spin - e.g. the PR for the nsclc first line trial was disingenuous when it said the PFS results were encouraging (they never released the HR and the difference in medians was miniscule for the central evaluation - or if you look back at when they were trying in HCV their PRs were absurd.)

That said, on the face of it, the OS results in second line nsclc sound good - albeit weak on data. But I, personally, wouldn't invest in them unless they had the next Crizotinib and presented strong/reliable data to prove it.

FWIW.

Clark