SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: tom r. phillips who wrote (7348)11/18/2002 11:19:28 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Well any trial that shows a statistically significant mortality benefit isn't a failure in my book, no matter what the headlines might say, and also the stock was trading well below cash so wasn't what one might call expensive.

The mortality benefit fits with the news that C-reactive protein levels are a much better predictor of mortality from heart disease than are cholesterol levels. In other trials the ALXN drug reduced CRP levels markedly - we don't know if that was the case here or not.

I own a smallish position.

Peter



To: tom r. phillips who wrote (7348)11/18/2002 11:25:18 AM
From: tuck  Read Replies (1) | Respond to of 52153
 
I'm sure Peter will answer in due time, but meanwhile, this reminds me of ITMN and its mortality benefit for IPF while missing the primary endpoint in lung function. What happened afterward:

siliconinvestor.com

It looks like ALXN is going to make a substantial part of that move in one day. However, it could start a trend, and early pullbacks might be worth buying.

Cheers, Tuck


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News