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


To: rkrw who wrote (5353)1/7/2002 10:07:11 AM
From: Biomaven  Respond to of 52153
 
Thanks, rkrw - I did in fact miss it. (Moral: always read to the end!).

That certainly is good news - I've always had a concern that those who think they are on placebo in the trial might withdraw, especially now that there is more insurance coverage. (A substantial number, but not all, of patients getting the active drug apparently get 'flu-like symptoms for a day or less after each dose.)

Given these two good items of news, that weakness last week becomes even more mysterious.

Peter



To: rkrw who wrote (5353)1/7/2002 10:56:33 AM
From: IRWIN JAMES FRANKEL  Read Replies (1) | Respond to of 52153
 
ITMN

Notice also that the less than 5% dropout rate that was mentioned in the Nov analyst meeting is now "less than 5% of patients withdrawn from the study PRIOR TO meeting the primary endpoint."

This may be the cause of some confusion. Analyst may see higher dropout rates and not realize that the end point has already been met causing them to doubt the powering of the study.

ij