All i know is they dosed over 1500 people and it has proven that this drug works, just how well is the question. we'll get our answers soon enough.
got it! and yes i agree STS is a cointoss.. delay's in trials are almost always a failure, but even with the delay, i can see something like 15 vs 19 or 16 vs 20 and make it to the finish line. original thought was 12 vs 16, but since we have 1/2 year delay, it will be more closer to my estiamte of 15-17m vs 18-21m.
as for PaCA, that is right on time, and i like my chances of getting 2month OS.
looking through the ECOG results from PaCa phase2, it is interesting that those with ECOG 1 did better on TH302 than those on ECOG 0. first time realizing this after looking at data many many times.
also, older age tended to favor TH-302 arm as well.
age =65 better for TH302 vs age locally advanced
Diag =1month Diag No liver met
it seems like the trend is, more sicker you are, the better TH-302 works? Perhaps there are more hypoxic zones with advanced disease?
If this is the case, the control arm was older, had less mets, more females, and importantly more ECOG lvl 1 patients than the TH302 arms. Very interesting as that bolds well for the upcoming PHase 3 trials.
W/O crossover data, we would of gotton 6.3m vs 9.2 months on the 340mm cohort.
just a waiting game.
i listed to the webcast.. i musta missed the week away. very interesting. perhaps thats why december calls are getting real active.
i agree with handmailers, they have rights to all EVO. What you posted is the development cost, which Merck will shell out 70% of the cost of all other indications except STS, which is 100% covered by THlD. Sharing on STS is same as all other indicaiton.
That is how i remember it.
lol. good luck w/ that. if both data are good, then they can apply for FDA on 2nd Q and hear back in 6 months from FDA instead of the typical 9 months thanks to fast track approval.
naw.. its all the short term traders leaving, plus all the bio funds checking out due to hillary clinton, plus market sucks. it won't stay in the 3s for long. it will go back to 5s in couple of weeks and test high single digits late nov/ early december when Two Phase 3 trials results are due.
yea $1 is my target if both fail. and about the presentation, there is no compnay in the world that will say our trials are iffy etc..
all those who bought recently is sellinjg.. i think tomorrow will be bottom and then rise to mid 4s then back to 5s in 2 weeks and then go from there. all part of ebb and flow. Novemeber and December is the month this will goto high single digits.
pick your guess: trial was completed end of 2013. original assumption was 12m vs 16m. throw that out of the water. its likely 6 month delayed. Picasso trial was 16.9m OS for dox. Olaratumab dox arm was 14.7m, EORTC dox arm was 12.8. we can see anything from 12-18m dox vs 16-22m for dox+Evo.