Replies to post #146933 on Biotech Values

[DewDiligence]

While my opinion on MOA data at this stage of the game (post ph ii) may be a little more extreme than most on this board I think I'd still be safe in saying that that at this point at best MOA data should be icing, not the cake.

Corollary: A poorly understood MoA is not quite as bearish for a phase-3 compound as many investors seem to think. I commented on this tangentially in #msg-77618324 with respect to the Gammagard program in AD.