Was the decision on the blinded study design and the lack of news that accompany such design to help sustain the pps, what led to Scott's falling out with the board?
What was the strategic aim of a blinded design for a ph2?
If it wasn't blinded, and Isonep is doing great compared to Lucentis, would the DSMB/IRB have recommended very early termination of the trial even after only a few patients have shown efficacy because those in the Lucentis arm would not be showing any improvement? If that's the case we would have known preliminary results by now, and the pps would be at 29.50 instead of 2.95. And Charlie would be enjoying a very nice Christmas present from Santa, instead of from the Grinch.
If it wasn't blinded, and only the ones on Isonep are improving, I'm pretty sure DSMB would have proposed early termination. It is a ph2; I'm not really sure why it had to be blinded, unless the data can be added on to a ph2/ph3.
I have not shorted it yet, but thanks for the heads up. We do have good cures for leukemia/lymphoma now, so if those arise from off-target insertions, the risk will probably be considered acceptable given the benefits.
Antikorper...I like that. Anti corpse - Antibody. Anti-corporate - against the ruling body. Corporal punishment. Nice post on word origins.
Danke schoen, Gunter.
and the lack of news that accompany such design to help sustain the pps, what led to Scott's falling out with the board? What was the real importance of having a blinded design for a ph2? If it wasn't blinded, and Isonep is doing great compared to Lucentis, would the DSMB/IRB have recommended ver early termination of the trial even after only a few patients have shown efficacy?
I maybe mistaken, but I think his point is, just like mice,men and turkeys, are wallets are gonna be really fat someday, and we'll be able to afford BMWs.
Will be a nice short! Just like PBYI was!
DJIA down huge, while biotechs are up! Makes you wonder how long MMs are gonna allow biotechs to stay up before they do the so called profit taking again.
You will have to raise lots of money to advance 529, 3419, and BT062 into the clinic. However, you can't sell equities at this deflated price to raise money. Unfortunately, funds are probably waiting for the equity selling to buy low. If only IMGN can talk another company to buy rights to some of their drugs.
In the meantime, the partnered pipeline continues to expand.
I can't believe an antibiotic maker has that market cap, and IMGN is less than a billion, when many pharmas have shied away from developing antibiotics because of low profit margins. How much do these antibotics cost nowadays anyway?
Four year survival of 95% will be much better. i wonder how these patients will get there.