I expected delay, it was the most obvious fate given the fda nature and what happened to drisa. But where i might ve been wrong is i expected a delay to be negative for srpt given what the delay meant for bmrn. So was there a leak on how the fda is leaning / already decided or is this an options headfake? Will be interesting to see
What are the chances they are THAT incompetent? I think a greater chance that there is corruption going on, like Hamburg-like corruption......ie a hedgie or big pharma got to Farkas et al.....
Yep methinks Farkas learned a thing or two from Hamburg in terms of protecting big pharma andor hedge funds. Puts Woodcock in a very precarious spot
Speech on adcom. Imo great speech Sen Rubio, he is dead on
Adcom panel was obviously hand picked by Farkas. And its very interesting, it had a different make up from drisa panel which was pretty impressive
Says hopes drug will get approved. Great stuff even for him
Definitely could be, but on the other hand AF and his boss JC have taken some well deserved hits to their reputations lately so this could be AF trying to look like a hero out ahead of a positive decision. That would help his rep. We shall see could be either
Why do you think Farkas was such a bungling stuttering mess. He knew JW was watching him closely. Especially after all this #$%$ with stock manipulation w slimebag Hamburg
AF was tight with CG, i doubt hes tight w EK tho so i doubt its a secondary. It may just be Edelman paid him off or it could be smart $ already got in and they really believe JW et al will approve
AF is obviously a paid shill. Will pimp himself out to highest bidder. Dont ever trust him , watch the action today. If it cant hold its premarket gains then its something like Edelman dumping (after using AF) or the smart $ knows srpt is doing another secondary. If the stock can add to its pre market gains today then smart $ thinks AA coming from Woodcock et al. We shall see
Agree again, total shame, but again no coincidence. Farkas was not going to do anything to put srpt in a clearly positive light
I have trouble seeing AA at pdufa. Outside chance imo, Ed said the word delay last night. Thats my wild guess, Janet might say we cant approve on 201/202 data alone but if you get one more key readout from confirmatory trial or another exon study on MOA then we will approve. I see a compromise- i dont think they give a #$%$ about srpt but a compromise for the kids and a compromise to keep the fda institute happy
I wouldnt be shocked if Farkas felt Etep has efficacy. But if he does, hes so ticked at srpts trial design he will never admit it to srpt or the adcom members....imo hes a rigid dork, its not that hes evil or whatever....
Cmon, this isnt about F knowing more than the DMD clinicians. This is a power trip over F being unhappy about trial design and SRPT not taking his advice. He is clearly saying to other companies (even if fda approves)- Dont be like srpt.....all imo