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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (2694)	1/26/2001 11:23:53 AM
From: nigel bates	Respond to of 52153

Latest round in the AFFX litigation wars - biz.yahoo.com biz.yahoo.com Both sides (as usual) claiming victory. Could it be significant that the AFFX PR didn't come out until late last night, or am I reaching a little ? Comment from Genomeweb* (presumably written before 9pm) - "...Affymetrix, which can now either appeal the Markman ruling, proceed with the case under the ruling, or settle, did not return calls seeking comment..." My gut feeling on this is that the crosslicensing most of us would like to see is not going to happen until more cracks appear in AFFX's position, as they are probably happiest with the status quo. Could this be a crack ? nig *Genomeweb have started a 'patents 101' series of articles worth looking at for those of us whose understanding of these matters is less than absolute.

To: Biomaven who wrote (2694)	1/26/2001 7:20:26 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 52153

Q: Why is 80% reduction -> p=NS? A: Maybe because the incidence is so low to begin with? Yes, Peter. This are my though. And I didn't liked when they combined mortality with Non-Q MI to show efficacy in subgroup. While combined MI as end-point failed. Why there is more Q-MI in drug group than in placebo (4.7% versus 3.3%). Side effects??? All this leave me with impression that second PII trial in acute MI may fail as well. Results, I exit my (small) ALXN position today. Miljenko