Probably received them Friday or today. Makes you wonder if there is a correlation with SRPT's price move over the past two days. Hmmm...
The company always receives the briefing docs prior to them being released publicly so that they can prepare to address any concerns at the Adcom. I believe it is typically 3 weeks in advance or thereabouts that they receive them. I'm certain BMRN has those docs in hand right now. Just not sure of exact date they received them.
I believe this is a possibility. The FDA has stated that dystrophin is not the only endpoint that could work as a surrogate biomarker. However, SRPT did not design their study to measure these things as secondary endpoints to the best of my knowledge, so I'm not sure if the FDA would consider this.
Possibly. But quite a few s-mid cap biotechs are having major moves today. See CLDX, MDVN, and ISIS for a few examples.
That's how you should view this if you have losses. AVXL is a scam. There are so many facts suggesting it, that you are doing yourself harm by not recognizing it.
Um, what is odd about it? That's the date that BMRN is scheduled to have its Adcom. January 22 is the likely date of SRPT's Adcom.
Right. I was referring to Phase 2 endpoints.
Either way, I'm certain the FDA will consider this data in their decision. At this point though, I think dystrophin is the best bet as a biomarker for AA.
bf, check out BLCM. Incredible news after hours. Insanely low market cap, particularly compared to BLUE given similar pipelines.
Complete and utter destruction of AVXL. There was writing all over the wall with this one. And you can be certain that LPC is making a killing right now, on the backs of retail shareholders. Companies like AVXL shouldn't even exist.
The wrong people are being blamed. All these people did was point out facts that showed AVXL is a complete and utter sham. If you're a bagholder, you should be greatly upset with the shady management and the deal they did with LPC.
I really wish there were some way to prevent companies like this from being listed. They indirectly cause harm to legit companies.
One thing that would help is for the SEC to make it so that OTC companies can only be traded via paper shares and not electronically. 90% of OTC companies are scams. (AVXL was OTC until a few weeks ago.) If you're a legit OTC company with real prospects, you'll eventually get listed on NASDAQ even if you have to start out with paper trading.
More doctors in the U.K. and U.S. chose drisa as their drug of choice, but not by a wide margin. Nearly 2/3 of doctors did not know which they would choose.
This flies in the face of the assumed belief by many here that every doctor is undoubtedly going to choose eteplirsen. (Likeafox, pay attention.)
I imagine the study has its flaws, but the key takeaway is that eteplirsen is not going to sell itself. The company needs to come out swinging with a bang up sales team.
Probably, but if drisa is approved first and a patient's doctor gives the seal of approval, plenty of parents will go with drisa. This possibility should absolutely not be discounted.
Give me a break. You really think SRPT shouldn't bother to come out swinging with a solid sales team?
Also, pretty sure RBC does better DD than you do.
I don't think anyone here, besides maybe pearsby, thinks drisapersen is superior. The main takeaway of the study, which many seem to be disregarding, is that right now, there does not seem to be a strong concensus either way regarding which drug is superior. That can and should change in eteplirsen's favor, but SRPT management should absolutely not sit on its hands and expect eteplirsen to sell itself. That isn't going to happen. That's the point people need to consider.
Well sure, if drisa receives a CRL that completely changes the game. At that point, I don't think BMRN would even try to run a Phase 3. They'd just go after patents and royalties.
BMRN already has the briefing docs. The rest of the public will get to see them on Friday, Nov 20 like you have guessed.