Biotech Values

[iwfal]

PGS - I would speculate something closer to 1.40 - albeit with a wide uncertainty. The reason is that the first 100+ patients enrolled are probably a little less sick than 9901/2a since they are Gleason<=7. And perhaps 30% of the remainder are about the same as the combo of 9901/2a (based upon the differential enrollment rates of before vs after the change in enrollment criteria). So that would put perhaps 50% of the enrolled population at HR=1.55-1.60. And WAG the remaining population at 1.20.

BTW - Apologize for beating you up with your own forthrightness. Bad behavior. Written too quickly.

Clark