22.5% or 10% there is not "saving" anyone with Erbitux yet, so far "tumor shrinking" is what Imcl is claiming, and those results are highly questionable.
Nothing has changed, little is new. Imcl is collecting the data again, it will be check by the FDA (and an independent panel seems to be the only new, therefore the Fda will wash their hands, leave to beaver). It is just a framework to reconsider the application, and a right of the company, not an Fda endorsement, not even a "new" decision on re-application.
Fda said yes bring me also the European data, WHICH IS NOT COMPLETED YET, and not a positive ("I do not trust you, bring merky data please') when available in several months by the end of the year? or summer?) so the delays are for real (that should be tempering the price of the shares).
And Bmy has not changed, the "moooood" is from a cow maybe, cause the spokesperson already remind the market of "checking our options".
Class action lawsuits are going to heat up, not stopping at all. |
