Biotech Values

[drbio45]

osir is a good comp for dorb

They will be addressing the same market. Orbec would be able to be used with Oris's product.

The interesting thing about osir is they put out a P/R from a presentation where they had very good survival at 120 days. What they didn't report was that at 200 days the survival rate was only 75 percent, about the same as the standard of care group in the orbec phase 3 trial.

osir could be a short, even if the drug complete's phase 3 with statistical significance it may be priced for perfection.