Biotech Values

[mcbio]

GLPG/FGEN/IPF -

1. The varying n's is because no strategy was implemented for missing data they just reported what was available.
2. The FVC was NOT stat sig at the 12 week time point. However clearly this study was not powered for that.
3. This was a very small exploratory study cherry picking data (to show good or bad) is going to lead people to believe what they want. The best way (IMO) to analyze is to look at the totality which IMO is very encouraging while clearly early and not definitive proof.

Thanks for the comments. I think points 1-3 in particular still show the risk with this early data. All it would take is an adjustment for 1 or 2 patients (given the small number of patients in the trial and limited duration of the data) to presumably have a big effect on the totality of the data. It will be interesting to see more data from both GLPG and FGEN.