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Replies to #24652 on Biotech Values
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imnot6

02/24/06 2:42 PM

#24654 RE: io_io #24652

Dew, how do you know this, and how do you define definitely ?

I would never presume to speak for Dew, but don't you think it is kind of obvious? There is no indication that there is anything substantive that's wrong with the production methodology, the "test" drug's DIS-approval rests mostly on fairly thin split hairs (i.e. the belief that a non-trivial possibility exists that ATryn administration for at-term women is unmanageable because of (a) poorly-defined protocols and/or (b) some degree of unpredictability in those patients' response to ATryn). Pharming is pursuing essentially the same business model, albeit with other species. Barring the ultra-rapid development and approval for a competing process, the main risks apart from a socio-political backlash are funding and expertise, both of which are enhanced by such a merger.

Interest - highly likely. Consummation - who knows...
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DewDiligence

02/24/06 3:54 PM

#24659 RE: io_io #24652

>Dew, how do you know this…<

I can’t disclose that.

>…and how do you define definitely?<

The ordinary definition you can find in a dictionary.
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ThomasS

02/24/06 6:12 PM

#24668 RE: io_io #24652

GTCB: IO, the pps is probably being supported by new investors who bought on the media hype. These same folks do not seem to know that GTCB will not have an approval anytime soon.
They are only looking at the "low" pps and the prospects for a "review" by the EMEA, and the misguided expectation of a FDA decision in the near future. ("review" is not my phrase)