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iandy

03/27/13 5:14 PM

#158934 RE: poorgradstudent #158932

I disagree. For AF to allow the hedge fund guy to label Iclusig a "dirty drug" was irresponsible at best. If he as informed as he claims to be on the space he covers, he knows the data the FDA used included all the AE's and not just the ones attributed to the drug. Why allow some hedge fund guy with an obvious agenda to talk trash?
Does anyone here think Gleevec has a high probability of outperforming Iclusig head to head?

DewDiligence

03/27/13 5:26 PM

#158938 RE: poorgradstudent #158932

The AF article is fine provided that he follows up with this fund manager once the data supporting or refuting the claims are available.

The anonymous fund manager will probably have covered by then and won’t care one way or the other.