SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Acorda Therapeutics Inc.
ACOR 0.880-13.8%Apr 10 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Arthur Radley who wrote (66)10/9/2009 2:48:09 PM
From: tuck1 Recommendation  Read Replies (1) of 120
 
Maybe this explains the unusual language you pointed to on the valuation thread. The FDA as a whole might be bound by the SPA, but the individual reviewers/statisticians contributing to the briefing docs can look at all the data they want as prelude to a panel meeting. Right? Might be a buying op, because as Idos points out it's the responder analysis that hit stat sig and is the primary endpoint per the SPA. Although the FDA could easily come up with another excuse based on safety. But then we're back to the SR versus compounding question.

At this point, I think approval is not priced in, but unless the FDA ignores the SPA, it seems as though it should be approved, with REMS and black box, of course. Hence a possible buying op. A small flyer with calls being the safest way, I'd think.

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext