Biotech Values

[Jonathan Robinson]

My odds are as follows:

OS is focus of questioning and discussion: 1/2
Let's wait for data: 60%
Not wait: 40%

Not focus: 1/2
PFS compelling: 75%
PFS not compelling: 25%

This gives case odds of: 1a 30% 1b 20% 2a 37.5% 2b 12.5%
Odds of approval are: 1a 20% 1b 70% 2a 80% 2b 5%

Overall odds: 51% (did not game this either)

Jon