Biotech Values

[ghmm]

FGEN:

At the Goldman conference in June they reported 3 R0's for the 3019 arm and 1 in the SOC arm (according to what I have in my notes). Neff was touting the 5/6 who became eligible vs. 1/7 in the SOC. I don't think they PR'd it though maybe there is info in an 8k (didn't look).

Shouldn't OS continue to improve given the (significantly more) numbers still in the 3019 ARM vs. those still in the SOC arm.

I'd like to see a better percentage of those 5 become eligible for resection in the updated data to feel better about what 3019 is doing.