Expect Pressure on Myriad Genetics Following Trial News [View article]
Notable: I agree with your assessment. AD is a slippery slope under the best of circumstances. Additionally, I understand the drugs' side effect profile has been underwhelming, but this is anecdotal, and remember these are brittle patients. Bottom line, expect MYGN's valuation to become more volatile the closer it gets to releasing the phase data. I actually think that statistically, Elan's 2nd generation AD vaccine, as well as DNDN's Provenge have a better chance of reaching the market. Disclosure: I am long DNDN, do not have positions in Elan or MYGN. I am a former Elan employee.
Expect Pressure on Myriad Genetics Following Trial News [View article]