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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (4584)4/8/1998 9:55:00 AM
From: Biomaven  Read Replies (1) | Respond to of 9719
 
Rman,

I actually think the DEPO debacle was something of a wake-up call to the FDA, and my guess is that they are trying to reign in, or at least more tightly channel, the advisory committees. The unexpectedly broad CORR approval was a recent example of the FDA outright ignoring the committee recommendations.

If this is what is going on, then your view may be right. From a strictly personal financial view, I hope not, because CEPH is a component of the BTK index, and I am very short the index.

Peter



To: Rocketman who wrote (4584)4/10/1998 4:04:00 PM
From: biowa  Respond to of 9719
 
Rman,

I think your "again" key is sticky. But, I have to agree with your opinion on the most likely outcome of the FDA process vis-a-vis Myotrophin. My point was that without an information advantage it's just a crap shoot. As opposed to what we sometimes do on this thread, which is shoot crap...

biowa


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