Biotech Values

[NP1986]

Stat-sig of course on both OS and PFS (expected as the trial was stopped for efficacy) but differences are quite small (which is also something to expect in this setting) - 1.6 and 0.2 months respectively and the price to pay - a big increase in AE.

It is clinically relevant if you consider that it improves overall survival in patients with no other treatment options. I'd be interested to see the results in the KRAS mutant subgroup, as I think there is an unmet need there.

The numerical improvement in mOS is the same that Erbitux showed vs best supportive care as 3rd line therapy. It's not much, but considering the prognosis of these patients, I think it's a good option to have.