MEDX ... anybody following? Message Board

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Biotech / Medical : MEDX ... anybody following?

MEDX 31.58

+1.4%

Nov 5 12:44 PM EST

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To: scaram(o)uche who wrote (1818)	9/11/2007 8:26:03 AM
From: kenhott	Read Replies (1) of 2240

My personal opinion is that mdx-010 is real. A major market fear is that the FDA will block this new class of drugs in the first go around due to different issues, many of which has to do with how the FDA will compare the data. People can point to DNDN, etc. but I agree with you that there is science here and that will ultimately trump the FDA skeptics if the numbers play out. But the risks are real both in trial execution and FDA decision making. The mono trial has n=150. 1% more or less response = 2 patients could be the difference in approval or not. Does it clinically make a difference if it is 8% vs. 9% RR given the lengthening of control? I will try to make a couple of $ here if I am smart enough to not get crashed by the elephants in the room.

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