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Biotech / Medical : biotech firesales
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To: El Canadiense who wrote (3131)5/3/2014 12:41:23 PM
From: tuck  Read Replies (1) of 3661
 
I never followed this company much, but I went and looked at their pipeline and previous data for a while. I suggest you look very hard at the P2 data. Then note that even their next drug also targets the same receptor. I have to wonder, a) why EMA even granted conditional approval, given the choppy P2 data, and b) if this is a failure of the mechanism, rather than a failure of the drug to hit its target (implying that their follow-on drug, though much more potent, wouldn't do any better). The data in NSSLC also looks weak, and I wouldn't expect any better results.

Personally, I'm staying away from this one.

Cheers, Tuck
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