Biotransplant(BTRN) Message Board

STOCKTALK

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 : Biotransplant(BTRN)

BTRN 35.57

-0.8%

Nov 3 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: michael_f_murphy who wrote (1347)	6/26/2002 6:41:24 PM
From: aknahow	Read Replies (1) of 1475

Thanks for the link. The meat IMO begins with the FDA presentation, especially on page 121 and 122. I also read p 320 to the end 350? where the committee more or less addresses scope of use, labeling, post trial monitoring. I did not find what I considered a response to the questions raised by the FDA spokesman, by the committee. When the FDA says, "you really have to wonder about that interpretation" in relation to BGEN's claim for a nine month median duration when the data show a return to placebo levels at nine months one wonders how strong the approval prospects are. Given Global Crossing, IMCL and even ELN SEC woes, I really doubt that Amevive will sail thru. The absolute difference between placebo and Amevive was in favor of alefacept..."But the question is how meaningful this is."" P 122 We have all been told that depletion of T-Cells is what makes Amevive work, but the correlation supporting this is weak. I am long Xoma. My view has nothing to do with that and in fact if the same points were raised about any drug I had an interest in I would not be a happy camper.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next