News Focus
News Focus
Post# of 257426
Next 10
Followers 69
Posts 4516
Boards Moderated 0
Alias Born 12/13/2009

Re: DewDiligence post# 254878

Thursday, 03/27/2025 4:40:46 PM

Thursday, March 27, 2025 4:40:46 PM

Post# of 257426
If that was the main point I wouldn't have wasted my time to reply. As I have pointed out in my original posts I have looked extensively on oncology assets where there are both Chinese clinical data and western clinical data to get a sense of reliability of clinical data, I haven't found big diversions yet from both early stage assets to later stage assets. Latest clinical data from ELEV:  cORR=23.5% (4/17) in China Jun2023, cORR=22.2% (8/36) in US/EU Mar2025. I form opinions based on actual data not priors. No interest in arguing on subjects no matter what the data are. We'll find out a few years down the road, no question some will succeed and some will fail - many people will interpret the way they want to interpret - something never change!
As of replicating clinical data from China, MRK ran own trials on Kelun TROP2 ADC then pushed it to 10 ph3 trials in past year. Among oncology drugs with ph3 trials from China only and later global trials, for example Beigene, JNJ/LEGN, Takeda, I haven’t found results diverged that much at all - need to separate small bios licensed early stage assets with questionable clinical data from China to begin with.

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today