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Biotech / Medical
Biotech Valuation
An SI Board Since February 1999
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52157 680 3 CRSP
Emcee:  Biomaven Type:  Moderated
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50953FGEN Ph3 for pamrevlumab in IPF posted today. The only other serious Ph3 going atticus4paws35/17/2019
50952Stanford study discovers blocking a protein molecule on the blood-brain-barrier biocqr25/16/2019
50951That's what a randomized trial is all about. Sometimes in addition to pure rBiomaven-5/13/2019
50950Isn't it also true that the health status of individual patients on dialysisArt Bechhoefer-5/13/2019
50949There will be a publication in a high-profile journal (likely NEJM) later this yBiomaven-5/13/2019
50948Thank you for your thoughts. I am not sure what to expect in the near term. Wikeokalani'nui-5/13/2019
50947So I think this is the bottom line from the FGEN call - what Leerink says here: Biomaven25/13/2019
50946There are several issues here involving the FDA in regard to FGEN. The worrisomArt Bechhoefer-5/13/2019
50945Agree. if fgen language is indeed constrained by lawyers etc , it is obvious to linhtu-5/12/2019
50944 >>Neff reiterated that the NDA filing was going to happen this Sept/Oct (JamesK-5/12/2019
50943FGEN - In hindsight the April $35/40 put options buyers understood the state of semi_infinite -5/10/2019
50942The call was frustrating, but also informative. Are analysts and traders ignoriArt Bechhoefer15/10/2019
50941It was a frustrating call to listen to. Only FGEN really knows where ground truatticus4paws15/10/2019
50940They might have said something like, while we have no agreement with the FDA on mouton29-5/10/2019
50939I have to admit I still haven't heard or seen the call, but what I've reA.J. Mullen-5/10/2019
50938This is from a Merrill Lynch report this morning on AstraZeneca FGEN call had lCpi366325/10/2019
50937With these results and difficult interpretation is fgen a buy here or is it neceCpi3663-5/10/2019
50936How FGEN could have been clearer IMHO: Non-inferior MACE+ period. We can'atticus4paws-5/10/2019
50935no pre-specified analysis - FDA wants to go on totality of data. It would have DaveAu25/10/2019
50934No, that language is good. Street is concerned that they didn't echo it inBiomaven15/10/2019
50933I think the EMA agreed to a prespecified non-inferiority margin for MACE + but tmouton2915/9/2019
50932Also, if one looks at the entire market and the reaction to the latest tariff thArt Bechhoefer-5/9/2019
50931Listening to the entire CC, I understood that the drug works better, in terms ofArt Bechhoefer-5/9/2019
50930Thanks to both you and Tuck. Compounding my confusion, the language I quoted reA.J. Mullen-5/9/2019
50929tuck, I think you must mean to say 'never an agreed upon NI interval for Nonquidditch15/9/2019
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