Biotech Values

[mcbio]

Slide 10 compares cyt387 with 18424. The slide appears to compare treatment with 424 after a median duration of 14 months with 387 after a median duration of about 5 months and highlights that the % of anemia incidents for 424 is 3x of 387.

Isn't that a little difficult to compare given that we're talking 14 months versus 5 months? I.e., if median duration of treatment for cyt387 were higher, we could presumably expect the difference to narrow, right?

The percentage of thrombocytopenia incidents is about 40% higher for 387.

Clearly a safety drawback for cyt387 compared to 424, right?

Also when comparing treatment related withdrawals at almost similar treatment durations, from the ASH presentation in 2008 it appears about 17/134 patients withdrew from the 424 study after a median treatment duration of about 7 months. As of todays presentation there are 0 withdrawals out of 60 for 387.

Aren't you talking about 7 month duration vs. 5 month duration, which isn't entirely apples-to-apples?

387 is also a QD oral drug.

Is 424 not oral or oral but just not QD?