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Replies to #24759 on Biotech Values
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walldiver

02/26/06 4:16 PM

#24760 RE: poorgradstudent #24759

<<As for the whole insider dust-up... well, Dew could be Geoffrey Cox and Walldiver could be Mitchell Gold.>>

ahem....I'm far better looking than Mitchell Gold ;-)

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io_io

02/26/06 4:24 PM

#24761 RE: poorgradstudent #24759

PGS re: GTCB

I generally agree with your post. It's a pity that the issue of the trial size was never discussed here. I do recall a CC where they stated that, it terms of trial size, they were following a "2001 (or 2000 ?) guidance document". Perhaps that should have been the clue - clearly they were at odds with the reviewers. The opportunity to withdraw the MAA, in EMEA style, was not availaed of.

Incidentally, I hold AMRN, and it filed an MAA in 2004 for Huntingdon's, using sub-group analysis. The MAA was pulled 12 months ago; at first the stock went down, but not for long. They were already planning more trials; now they are up and running, and stock price is running too.

But in GTCB's case, all they did was just churn investor's money; we are probably 3 years away from any chance of marketing now. And the money has changed hands....


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DewDiligence

02/26/06 4:33 PM

#24763 RE: poorgradstudent #24759

>As for the whole insider dust-up... well, Dew could be Geoffrey Cox and Walldiver could be Mitchell Gold.<

I know you’re only joking, but the subject is serious. Many people on this board know my real name and real phone number. I have no need to hide behind the cloak of internet anonymity.