Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: gringodoc who wrote (989)	5/10/1999 11:37:00 PM
From: Bill Wexler	Read Replies (2) \| Respond to of 10293

Thanks for the writeup.

To: gringodoc who wrote (989)	5/11/1999 4:27:00 AM
From: Marconi	Read Replies (1) \| Respond to of 10293

Hello GringoDoc: ZONA Any mention of the 'R' word directly or indirectly through definition? If ZONA is going to take their 'data' and pick out retrospectively a subgroup that 'worked' to collect further data on them, that would be definitive. To my recollection, phase III studies that were initiated on retrospective data have something around 80% rate of being statistically non-significant, with no major significance ever found to my experience (mostly watching biologicals, not synthesized drugs). And that is highly contingent on performing a valid study (double-blind, multiple centers, hypothesized endpoints that were confirmed statistically (not selected retrospectively), etc.). In short, beating a dead horse, yes you can separate it into a pile of horse bones and horse flesh, but separately or together, you still do not have a horse. ZONA may pretend to be fishing for a whale (in a farm pond), but something is fishy with that whopper. Fingerpointing at SGP and wait another year and more study looks like an exercise in futility. Assuming validity in the original studies, but a placebo-like efficacy if I recall, then anything retrospective to that data is highly likely to fail, and the FDA bureaucracy will be more efficient at pegging the matter correctly in the next few days than another year of ZONA living off prior dollars collected from public investors. If ZONA is 'R', I would value them at cash...a possible short to 5. Not a bad position from 10 in less than a year. Best regards, m