Replies to post #154635 on Biotech Values

[mcbio]

But on the relaxing side custirsen was mentioned as an expected launch so looks quite safe from the axe for now.

Are you optimistic on chances for success in the recently initiated OGX-427+Zytiga trial? I believe this trial will read out in early 2014, after the initial pivotal custirsen data comes due. Still have OGXI well on my watchlist and not sure if I would go the route of just waiting until that initial custirsen data comes out before considering a position (under the assumption that the trial will fail and I can scoop up shares much cheaper with expectation that shares can rebound on the 427+Zytiga data). Or perhaps I'll consider a partial position before the custirsen data and then just dollar cost average if the initial custirsen trial fails.