Agreed, hope we are both right. Todays article in the WSJ talked about how the biotechs got hammered yesterday...duh. Partly because of yesterdays article.
I've often wondered why the dosages are always made in 20mg increments. Why does 50 not get any love ?
3. The PFS was as expected. The control arm did better than expected; that is why the trial "failed"
4. A better way to phrase this would be to use the terms primary endpoint and secondary endpoint. The primary is PFS with a secondary endpoint of OS.
5. I believe 2.4 vs 4.8 months which were stated as being "highly statistically significant"
6. a. I believe so but this is immaterial.
7. 7.5 months
I believe the above is correct but if anyone finds an error or errors please correct me!
Great two posts!!
I do think you are wrong to say if OS is not improved the drug will not be approved. While that may be true I think it unlikely. Socialidiocies is comparing first line with second line therapy which is apples to oranges. I look at it this way, if it extends PFS by 50% those months are time where the patient can still enjoy life. Sure they may die in a year but at least more of that time was "real" living rather than being in pain and suffering and waiting to die. This can be part of the decision making process at the FDA.
That's a great punchline. How much longer can they hold this under their thumb? I am so looking forward to the RCC results!
It's hard to beat big money especially if you are short term. I still believe long term you can, although it is harder on small cap companies.
I put semanresu on ignore months ago, I never say anything helpful in his posts, just him filling up the board with worthless drivel. wilderguide I suggest you do the same!
I had ONVO for a while and made good money. I think it holds real promise and if EXEL ever pops I will sell a portion and put some money back into it.
Then the Cabo arm would not finish until 4/15. Don't forget we don't know which date in June the 375 were enrolled by. That would change readout times by up to 30 days. I'm not sure how long it will take them to process the data, maybe a couple of weeks?
Here is my antidotal evidence. A few years back a friend of mine who had Hep C was enrolled in the Vertex trial. Neither he nor the doctors office giving him the shots knew if he was getting the vertex drug or the comparator drug. But after a few weeks he knew because of the Vertex symptoms he was exhibiting - which were pretty bad. After a few months on the trial he said it was common knowledge within the patient pool who had what.
Does this make it back to the drug companies? I don't know but would have to think so. I don't think they have any hard facts being leaked, just the office and or patient #$%$ chat.
Ernie, it's nice to have you back, your commentary was always evenhanded. Sucks that Comet failed but here's to Meteor's success!
Totally agree. Xofigo sank the trial. It might not of even been that their cancer was progressing. It could of been Cabo's side effects. Who knows.
I've been listening to the CC's for years too. Usually I am left with a WFT feeling, like I was listening to a JV team. Yesterdays CC was much better, maybe they ran everything by Roche, hell maybe Roche wrote it! They certainly mentioned how happy they are with the Roche Genentech collaboration enough times.
The list of ongoing trials still impresses me, but only if Meteor succeeds in hitting the 7.5 month or more PFS. Show me a SS OS at the end of the trial and we will be set.
I also liked how they talked about how much they have been working on a ex USA partnership with several pharma companies and the expected cash infusion that could bring. Of course assuming Meteor is successful.