Biotech Values

[drbio45]

Potp pancreatic data

The Gemzar registration trial was in 71 percent stage 4
disease.

48 percent had the probability of living six months. They had 1 PR and no CR

The talabostat study showed 10 out of 21
Lived 6 months and had 2 confirmed PRs and 1 CR in a patient with liver metastacies.
The Talabostat patient population was 100 perrcent stage 4. It is always difficult to compare study
results when you have different stage patients in the different trials.

Bottom line 10 out of 21 with six month survival. Almost a 10 percent RR (3 out of 33) in
a 100 percent stage 4 patient population is positive. They need more patients to report on but will be able to do this at ASCO.



This is why dewophile response below is wrong. The main problem with potp is that they didn't go public with an IPO window so the funds have always been short. The drug works or at least I think it does. I wouldn't mortgage the house betting on it but the risk reward is very good. Much better than Telk, which did their IPO during one of the IPO windows.

from dewophile

[anyone know off the top of their head what the 6 month survival is on SOC for Stage IV Pancreatic?]

looks like median survival is more or less 6 months, so the 48% 6 months survival in this small study seems unremarkable

http://www.cancer.gov/cancertopics/pdq/treatment/pancreatic/HealthProfessional/page9

http://www.gemzar.com/hcp/gemzar_pancreatic.jsp?reqNavId=6.3