Replies to post #169584 on Biotech Values

[jq1234]

It's the same as any other biotech predictions. Your point was we had different opinions because we worked in different areas. I don't agree with that point. My point was even IF we all worked in the same area, we would still predict differently because it is a complete information situation.

You and Clark and PGS are implying to some degree or other that Dr. Tefferi is fudging a bit on the data.

If you think PGS and I were thinking Terreri was fudging a bit on the data, you don't know what you are talking about. Period, no point to discuss further. Clark was the only commenting on GERN. Data can't be any more clear than it is stated. People who can't read data, it is their own problem!

very knowledgeable biotech investor who is long GERN wrote me today to remind me that the same kind of nit-picking of data (and trashing of PCYC management, which, as I recall was justly deserved) with Ibrutinib happened when PCYC was $12/share.

Good luck!