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TempePhil

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TempePhil

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Monday, 01/11/2021 12:38:50 PM

Monday, January 11, 2021 12:38:50 PM

Post# of 462348
Lilly Ph2AD news pops marketcap $17Billion. Correlates very well to the BIIB pop of $18billion a year or two ago with similar PR. This gives insight as to what value the market puts on such news. Ana looks forward to such a pop!!

Quick check shows that the LLY drug has just finished the Ph2 with 266 patients, and has a very similar Ph2 trial(recently started) with a goal of 500 patients. Could this one be converted to a Ph3??? At any rate they are not anticipating the second trial to complete until 2023. Note both their trials administer the drug by IV, as contrasted to Ana delivery of pill or liquid.

As far as comparing the efficacy...it depends where one draws the line. Ana had good responding groups and super responding groups. Need more/better data to compare.
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