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Delcath Systems, Inc. Message Board

  • jojothemonkeyboy44 jojothemonkeyboy44 Mar 15, 2013 7:08 AM Flag

    another negative article from adam f

    does this guy ever have anything positive to say?

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    • PFS (progression free survival) was the clinical endpoint that was agreed to with the FDA under a special protocol assessment. Moreover, the FDA guided DCTH to limit their application to ocular melanoma. ODAC is a tough committee and they don't want to recommend approval of marginally efficacious drugs/devices. However, I would disagree with AF that overall survival (no significant difference with the controls) would be a cause for rejection. Overall survival has too many variables, especially with hepatocellular carcinoma's inevitable death sentence. Both melphelan and the kit have been around for decades, so I don't think there will be any safety issues. There are other skeptical biotech analysts who are betting on a positive outcome at the meeting. AF's article was based on polling, which is always skewed, especially among investors with a positive or negative bias. These polls are really for entertainment purposes only, but sometimes cause people to lose alot of money, both on the long and short side.

    • CLSN longs hated AF too.
      They blamed him for being negative on clsn.
      but now, he turned out to be a hero who had saved a lot of people from big losses on clsn's collapse.
      AF is a biotech guru who protect small and naive investors from being scammed.

    • He might have been bribed by the short side hedge fund.

      Sentiment: Strong Buy

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