Replies to post #162664 on Biotech Values

[jaybe]

"Conservative" was poor choice of words...

Meant something more like precise, by disclosing rational basis for target and mutations, with strong predictive pre-clinical data. Shouldn't single out Novartis either, as far as big pharmas go they have one of the better R&D outfits. Better example would be that Clovis poster for CO-1686, lacking in thoroughness, and too selective, emphasizing safety data for lower doses together with efficacy on higher doses.