Biotech Values

[rkrw]

I caught the 33%, but didn't catch where they said it's in the overall pool and not both. I'm not sure there's lots of reason to think adeno and overall will be that much different anyhow, looking at tarceva hazard ratio's. I think there's a fair shot that isel misses.

I thought the osip call was good. Broadly efficacious, consistent hazard ratio's, egfr positive subset is upwards of 70%---puts to rest the risk of screening dramatically shrinking the population, 100+ ongoing trials and several relevant potential new indications.