Biotech Values

[rkrw]

Doc,
Subset trials rarely work out.

A couple that are going on now:
*Allos, new pivotal based on prior ph III trial subset with breast cancer.
*Intermune: new pivotal based on prior pivotal data showing less severe ipf cases had mortality benefits

For a good example of one that did work and the only one I can think of, NTMD, subset in african americans. Rest of study failed miserably.