Biotech Values

[iwfal]

I assume people on iHub see how silly this comparison is. The control arm in the Erbitux trial in H&N cancer was radiation treatment; the control arm in the Provenge trial was placebo.

Well, I agree that the post is more that a little silly, but this particular aspect isn't all that hypish. Placebo was SoC at the time of the Provenge trial. Radiation is a common form of SoC for H&N cancer. (I know, SoC has moved on for PC - but still the comparison is not sompletely silly. The HR for Provenge is indeed moderately groundshaking for a cancer treatment and it primarily shows up in the out years.)