George, Thanks for your kind response. Well you read Sturza right, his intensity is certainly reflecting just how much he is hurting IMO.
I will tell you I do think he is smart enough to recognize that what really came out of last weeks meeting was the fact that NVX has summitted enough data to the FDA to support their acceptable efficacy numbers and safety performance and only some members of the committee commented that "it would be nice to have more" and that was on only one isolated trial. No definitive request was made to NVX.
Meanwhile NVX is generating more post-marketing data daily in Sweden and in other follow up studies that they will be submitting to the FDA over the next several weeks.
I also think Sturza is not so stupid as to believe that the efficacy results are directly comparable across studies by various competitors; and he certainly knows the
FDA isn't going on that basis. Why at this meeting Dr.Karen Midthun, FDA Reviewer of NVX's filing, stated in her presentation on "Clinical Issues" that NVX's DTaP vaccine exhibited " no serious adverse effects" and that the product was effective, and she stated at one point in her presentation that the vaccine studies were not comparable.
Dr. Karen Midthun acted as moderator, after giving her presentation on clinical issues, and presenting the 7 questions that the panel was to discuss. She on several occasions took the stand in defense of NVX when the discussion got off course. I personally think that Dr. Karen Midthun and the rest of the FDA staff in attendence got the input that they needed to go ahead and give NVX an FDA approval for their DTaP vaccine.
Sturza knows that this is the way the meeting really went and that NVX will get a quick FDA approval and that
the issue of 71%,78%, or what ever, will be settled at time of "labeling".
I really regret that he, Sturza allows his intensity to compromise his integrity`. But than others have done it before him on Wall Street and they too have used honest people and crediable media to do their dirty work IMHO.
As to Abelson,to me he is sounding more and more like Dorfman.He is as much a discredit to Barrons as Dorfman was to CNBC, IMO.
Well that just tells one alot about who now reads Barrons. I don't.
Sorry George , but I can't sit quiet when good people, and that is how I feel about the NVX team, are so wrongfully being abused by the press, and the press inturn allowing themselves to be used by a self serving individual, IMHO. |
