Biotech Values

[exwannabe]

Re DNDNs 20% improvement in MEDIAN survival really downplays it efficacy if the "true" H/R curve comes out like 9901.

Drug A: You are 50% to live 8.4 months vs 7 months, but no improvement in 3 year survival.

Drug B: Same median, but the 3 year number goes from 10% to 30%.

That tail is a real solid clinical benefit in my mind.

And there is still considerable hope that use earlier (around time of surgery) could be better still.

P.S., I am not looking at the data, so no pretense here to be exact. But the concept does match the data.