Biotech Values

[hirogen]

ONTY - What astounds me is that they used this "logic" in 2013 - when targetted onc therapies had already become the rage.

My guess is that the cCRT sub-group size and the belief that the clinical hold shortchanged the true treatment effect helped tilt the decision. But now with the stoppage of the Japanese trial, Merck must be planning to take a peek at the phase III INSPIRE. If it repeats the trend, I have to think the end of START2 in its current form can't be far behind. The question then would be if Merck will attempt a third crack at it with Stim or jettison the progam, possibly going for a program reset with ONT-10. A couple of options for third time's a charm.