Replies to post #147656 on Biotech Values

[DewDiligence]

I strongly disagree. The chance that LLY will bring Solanezumab to market is much less than 25%, IMO.

On the other hand, LLY’s multiple pipeline failures almost guarantee that the BoD will effectuate some kind of change. The CEO may be forced out and the corporate policy against large-scale M&A may have to be relaxed.

[jq1234]

For them to do pooled analysis for efficacy, in all likelihood, it is over powered that almost any numerical difference between the two arms became statistical significant. The question in this situation is if the numerical difference is clinical meaningful at all. I highly doubt it.