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


To: Biomaven who wrote (9172)9/18/2003 11:01:40 AM
From: Icebrg  Read Replies (1) | Respond to of 52153
 
Travel distance survival bias.

I tend to agree with you and believe that they somehow got their statistics wrong. As I don't know anything about statistics, it is very easy to form such an opinion.

Perhaps it could be argued that persons willing to travel long distances to seek treatment would be more mentally "motivated" to survive, which would then improve their survival chances.

But to believe that there is an effect setting in already at a distance of 15 miles and "believing" that each extra 10 miles brings additional benefits is most probably to stretch the statistics too far.

Erik



To: Biomaven who wrote (9172)9/18/2003 11:05:38 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
I don't normally talk about BB stocks (except KDUS), but I do own some shares in POTP - Point Therapeutics (a SEPR spin-off then reverse merger). They just had a shareholder meeting and update, which I missed, but judging by the price action it looks like someone liked what they saw.

Replay will be available here:

corporate-ir.net

They have a small molecule challenger to Neupogen, and so they would be a 20 bagger or better in the unlikely event their molecule succeeds.

Peter