Replies to post #161016 on Biotech Values

[iwfal]

XOMA -

I will give you that the diabetes data are probably not strongly confirmatory; however, I disagree that they are necessarily contradictory to the allosteric-modulation thesis.

I'll wager you 2:1 (of whatever we're allowed to wager within the rules of BV -g-) that at the first AdCom for Gev that the FDA shows data indicating either (or both) excess infection rate or excess severe infection rate for Gev. It won't be stat sig in any one trial (which is the fig leaf behind which management self-deception hides the unpleasantness) - but will show up in multiple trials.