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Biotech / Medical : Alexion Pharmaceuticals, Inc. (ALXN)
ALXN 182.500.0%Jul 28 5:00 PM EST

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To: rkrw who wrote (383)11/10/2003 6:47:17 PM
From: Miljenko Zuanic  Read Replies (1) of 824
 
<<I'd guess the probably not-so-prospectively defined secondary endpoints >>

Do you need to be critical all the time?

Target was 30% reduction in in death/MI, and nowhere in PR is noted. Also, I was hoping for ~50% reduction in mortality, or at least 2% points (absolute).

Data are worse than I was speculating early.
Message 19200155
Message 19196679

and <<IF you take Bell’s comment on CONSISTENCY as granted, than my take is that there was not significant benefit in all-cause mortality while Pexe did reduce non-fatal MI. Which would explain valve group contribution to overall result. However, this will reduce their marketing advantage, as mortality is great factor than MI.>>

Message 19193345

Jan, you are mixing tomato and orange.

Miljenko

PS: ALXN management is join Zudija club
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