Your objectivity amounts to data mining for negativity. To your defense there will be some shell shocked analysts doing the same thing overnight.
It is interesting that Biomarin issued a press release yesterday reiterating the efficacy of Drisa. It was posted on their website after the FDA briefing documents were posted. I had no idea until i was glancing at the CureDuchenne website this morning. Did anyone besides CureDuchenne pick it up. Did any news sources report on it? It is not even linked on the PPMD website that I can see. Maybe it was mentioned on twitter and I missed it. How does a press release on such a big BMRN news day remain stealth. Maybe it was out there and commented on and I just missed it.
Makes me wonder how effective the rest of their pipeline really is. Their other products have no competition for unmet needs. For at least one of their approved drugs i think they have been gaming the system preying on desperate parents. They were arrogant enough to think they could do it again with Drisa
It dropped 10% the day before it went from 15 to 45 in 2013. Another attempt to set up a bear attack. The shorts will be back to work on Monday. But there are several more shoes to fall on them.
Janet Woodcock was quoted advising parents to advocate for patients not specific drugs. We don't need really to extend this thread going off on how ineffective she has been. But just like Sarepta is doing everything the FDA has asked, the parents can't be blamed for doing the same. Finally, does anyone really think that the "choice" argument is going to decide Drisa's fate. It's a healing gesture without altering the outcome.
Amen. Eteplirsen parents testifying is about building bridges in the advocate community. It helps deter BMRN further undermining Sarepta in the parent advocate community. It also enhances to one more degree the prospects for Eteplirsen approval.
it's a sad thing when trading rules combined with the natural fear factor in markets makes it is easier to make money betting against, rather than for, innovation in america. Fear will always be with us but many of the trading rules (worst of all, allowing short selling on a downtick) are Wall Street creations to rig the game in favor of big money hedge funds.
We can be sure BMRN never anticipated the continuing flow of new up to moment data further proving Eteps efficacy and safety profile. And to think that BMRN has generated zero new information about Drisa for 2 plus years except to slice and dice 3 year old data. It's like they have been terrified of the consequences of new data on Drisa.
Your reference to "crossover group" is of course the "placebo delayed" arm of the study. The statistically significant difference between the Treatment (since baseline) and Placebo Delayed cohorts has always been a measure of the treatment efficacy of Eteplirsen. Your assertion that the placebo delayed boys are still doing worse than the treatment cohort merely preserves the likelihood of that statistically significant difference . For the sake of the boys I wish the difference between treatment arm and placebo delayed arm wasn't being preserved but it is to be expected. The point is the cohort of boys treated since baseline had shown worrisome declines in walking ability for each 24 week period tested since week 120 UNTIL week 192 when they unexpectedly showed almost no decline. It's a big deal.