Biotech Values

[biomaven0]

I posted about the BATTLE trial on SI a couple of days ago - nice example of adaptive enrollment.

You can see the webcast here:

http://ow.ly/1zY89

Notable how well ONXX's Nexavar did in that trial, particularly with the KRAS mutations. But the market seems not to care, perhaps because the Nexavar combo trial in NSCLC previously failed, or perhaps because nobody is paying attention. But does give some encouragement for the current Nexavar NSCLC trials.

The Bert Vogelstein webcast (Conclusion: "We now understand cancer") is great:

http://ow.ly/1AGXf