Replies to post #166887 on Biotech Values

[projectchris]

Link to Adam Feuerstein's article


http://www.thestreet.com/story/11519875/1/biotech-stock-mailbag-exelixis-protalix-arena.html

Bioinvestor X quote

The trials are mis-modeled; the assumptions for survival in the control arm of study 307 are too low. This will make timing of events (deaths) slower and hamper cabo's ability to beat the control arm (survival benefit) by 30%.

Also a critic behind paid wall at Motley Fool Rulebreaker service in which I subscribed to in the past. Obviously I can't link that one even if I still subcribed.