Biotech Values

[biomaven0]

Well the recent bad news on Iniparib is pretty ironic given they just published their very successful Ph II in the NEJM:

http://www.nejm.org/doi/full/10.1056/NEJMoa1011418

But note there was an accompanying editorial critical of this trial - imbalances, etc.

Note also in this latest trial there seemed to be a signal in relapsed disease, so it's not quite dead yet - I believe they are now looking at ovarian.

There are a bunch of ongoing trials (notably Abbott) in this class - Iniparib is I think the weakest inhibitor in the class, but there may well be tox issues with the more potent drugs.

Peter