Biotech Values

[mcbio]

Re Tykerb+Femara combo/implications for IMGN

Thanks for the info here Dew as this has potential implications for my largest holding, IMGN. The Tykerb+Femara combo attained a PFS of 8.2 months it appears in HER2-positive breast cancer patients. DNA will be testing T-DM1 (Herceptin plus IMGN's DM1 cell-killing agent) in a Phase III trial against Tykerb+Xeloda in second-line treatment of HER2 patients.

In a prior Phase I trial in the second-line setting, T-DM1 attained a PFS of 9.8 months. Do you know if the Tykerb+Femara trial was in a second-line setting? I just want to make sure I'm comparing apples to apples when I look at the 9.8 months PFS versus 8.2. I know the caveat is that these are two separate trials but I'm just curious if the patient type may at least be roughly similar in gauging the results.