Biotech Values

[iwfal]

EXEL -

What I don't like is they rush too much.

Agree - it appears to be in their corporate DNA to be sloppy. And hypey

I agree that they probably have an active agent - but I don't think it is anywhere as good the standard interpretation (e.g pain doesn't seem that good, RECIST response doesn't seem that good and the seemingly impressive data is soo poorly calibrated in the historical literature/standards). And since I don't invest in sloppy companies unless what they have is so good it would be essentially impossible for them to screw up the execution...

The positive is data has held up well with slightly larger sample size.

FWIW for the next 42 patients the bone response rate dropped from 95% to 81%. Still appears good - but given the lack of published historical data... .

PS I haven't yet found good data on ALP (and haven't yet looked for historical data for CTx) on docetaxel - have you seen historical data?