Biotech Values

[microcapfun]

>>CEGE addendum: These are the worst results I’ve seen in a randomized, controlled cancer trial since TELK’s Telcyta.<<

Given that GVAX has shown a stellar safety profile in hundreds of patients over many years, my hypothesis is that the larger number of deaths in the GVAX + taxotere arm (67) compared to the taxotere monotherapy arm (47) is merely a statistical fluctuation, rather than an indication that GVAX + taxotere is bumping patients off.

A typical distribution function would give standard deviations of order sqrt(n), so the comparison is really something like

67 +/- 8 vs 47 +/- 7.

I think there is at least a 5% chance that the disagreement is simply statistical.

Anybody agree or disagree?

Implicit in my hypothesis is that GVAX provided no survival benefit in Vital-2.

micro