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Biotech / Medical : Biotech Valuation
CRSP 54.190.0%1:30 PM EST

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To: Biomaven who wrote (32959)11/22/2009 5:39:13 PM
From: Ian@SI1 Recommendation  Read Replies (1) of 52153
 
Peter,

Many thanks for the abstract.

I hadn't looked yet as I was expecting first paper this week. Hopefully there will be a new paper with more detail within the next few days.

I have repeated to myself 100 times, "Correlation isn't causation".

But when I combine the P values in your abstract with the anecdotal cures claimed by those having the blockages removed, it certainly raises my hopes that this is a miraculous breakthrough in treating MS.

I can even imagine that the iron or other waste product buildup triggers a process or processes which lead directly or indirectly to the myelin attack.

If this does turn out to be a root cause, there could be a few biotechs that see shrinking revenues from Copaxone and lookalikes. Anyone care to guess at IV for BIIB?

Best regards,
Ian
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