Biotech Values

[exwannabe]

GNVC data, it's still thin.

I'm not saying the data is bad, just that there is very little yet. I certainly agree that the 5 to 7 event ratio (with a 2-1 arm ratio) is encouraging.

My statement about a single patient was quite true wrt median survival. The median survival of 19.1 drops to about 11.5 months if the last event had occurred at about 12 months. I know that's unfair to do, but it does demonstrate how easy it is for small N to be all over the place.

BTW, on the 42% OS, I assumed we were talking the HR, since the 12 month OS is now off the table. Obviously the KM does show this 42% at 12 months, but it is also 0 at 10 months; so I wouldn't assume you are seeing an OS HR of 40%.