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

To: El Canadiense who wrote (3131)	5/3/2014 12:41:23 PM
From: tuck	Read Replies (1) \| Respond to of 3661

I never followed this company much, but I went and looked at their pipeline and previous data for a while. I suggest you look very hard at the P2 data. Then note that even their next drug also targets the same receptor. I have to wonder, a) why EMA even granted conditional approval, given the choppy P2 data, and b) if this is a failure of the mechanism, rather than a failure of the drug to hit its target (implying that their follow-on drug, though much more potent, wouldn't do any better). The data in NSSLC also looks weak, and I wouldn't expect any better results. Personally, I'm staying away from this one. Cheers, Tuck