Friday, September 30, 2016 9:38:24 PM
In case you didn't catch it before these same biomarkers may turn out be used for Bavi in other, if not all cancers (imo). So if only a parsed piece of only 2nd Line NSCLC is used for calculations, that is very shorted sighted.
Our PEARL is worth much more than you are implying.
So why do you guys keep referencing subsets??
I am guessing the biomarker identifies a subset of the entire trial population that benefited from Bavi. Hopefully, it is a large enough % to make a material difference. As someone earlier referenced, we are talking about an overall $1 billion market for Second Line NSLC . If you start parsing that into segments that are too small, commercial success is limited and likely not economically viable.
We know the facts so your FUD (Fear Uncertainty and Doubt) is useless here.
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