Biotech Values

[mcbio]

ARQL

Your failing to see the agreement and insisting on people agreeing 100% with a position which you have dug your feet is a common I hub symptom which only a few master posters here manage to avoid.

LOL I don't insist on anything at all and don't really care at all whether or not someone agrees with my position. I'm just trying to be clear on why I believe what I believe. I actually do appreciate the opposing viewpoints as it helps me take a fresh look at what I believe and whether or not it makes sense for me to continue with a given position. And I certainly concede tivantinib may well fail the P3 HCC trial, perhaps even spectacularly. I just simply believe the drug deserves a little more credit than it gets. If someone can give me a reasonable counter to the OS signal we've seen for tivantinib in MET-high patients across multiple indications, most notably the P2 HCC trial, then I have no problem dialing back expectations.

The micro tubule aspect of the MOA is nice but doesn't explain the EGFR mutant subgroup findings. EGFR mutation is not a bio marker for chemo that affects similar mitotic spindle such as taxane or vinca alkaloids for sure. We will just have to agree to disagree here.

There's nothing wrong with that at all. Again, I fully respect that tivantinib may well fail the P3 HCC trial; given my skepticism on P3 trial results in general, I would not be surprised at that at all. I just give the trial higher odds than the market seems to be doing with shares barely trading above cash (and assigning hardly any value to the Akt and FGFR inhibitors in ongoing Phase 1 trials). Whether or not my gamble here will pay off remains to be seen.