Biotech Values

[ghmm]

>I recall poorgradstudent had some thoughts on it<

PGS thinks OvaRex in particular and REX in general are losers.

Don't recall the exact wording of "losers" but I do recall him not liking it. If memory serves a couple of his points where on track but not 100% so.

One thing is PFS time needs to take into account that OvaRex trials often give time AFTER debulking and chemo so one needs to be careful with that. There are some things from the United Investor/Analyst presentation to consider too.

On the negative I think of more concern is the MarkMan paper on CA-125 level indicative of PFS (though the analysis of the paper is in trials with maintenance chemo) and the fact that the OvaRex Phase 2B was powered for a much higher Placebo then observed.