Biotech Values

[biomaven0]

Garren says that triple negative breast cancer is more prevalent that HER+ breast cancer and puts the incidence at around 25% of all breast cancers

That's higher than the other numbers I have seen. 18% seems to be around the consensus, with a 15%-20% range. Incidence is partly population dependent though - higher incidence in blacks and also Ashkenazis (because of BRCA1/2). Because it's defined by exclusion, it's a somewhat heterogeneous group - likely there will be subgroups for any prospective treatment (e.g., basal-like vs non-basal).

It could easily make a splash if results are good - this is an area with significant unmet need.

Don't know anything about CDX 1127.

On XNPT I'm mostly just holding - sales of Horizant continue to be disappointing (although they are steadily growing from a low base). GSK really seems to suck at selling these days. So the BG-12 pro-drug will likely be the key.

Peter