Biotech Values

[bladerunner1717]

re: CRDF

xavier,

The ORR keeps going down to 42%. In the past folfox chemotherapy has achieved 50% in KRAS CRC
but eventually failed later.

Can you elaborate on the 50% figure that you cite? Is that in 2nd line? where did you get that figure from?

From the PR

- Of the 12 Phase 1b patients evaluable for efficacy as of the ASCO-GI data cut-off date (November 1, 2020), 5 (42%) achieved a partial response (PR) and 8 (67%) have shown a durable response ranging from 6.1 to 13.7 months

- Since the ASCO-GI data cut-off date, 2 additional Phase 1b patients have had their initial 8-week scan showing stable disease (SD) and both remain on treatment to-date

These last two patients may convert to PR.

- In the Expanded Access Program (EAP), 6 (66%) of the initial 9 patients treated have shown tumor shrinkage and remain on treatment to-date with durable responses lasting an average of 6 months; 5 different KRAS mutation subtypes are represented (G12A, G12C, G12V, G13D, A146T); all patients had received prior treatment with FOLFIRI

It's not perfectly clear, but I assume that the patients that have shown tumor shrinkage in the EAP are all PR's.

The market expects more. Well this is a known hazard of biotech investing where further trial result disappoints.

Agreed.

All in all, I'd say this was an overreaction to the data.


Bladerunner