I looked it up in order to try to figure out how the ORR for the ph i/ii trial (worst case around 10%) maps to the upcoming randomized trial given that the ph i/ii had a median number of previous treatments of 7 and the randomized trial has a max of 7 allowed. Based upon this one small datapoint I'd guess that the 10% ORR maps to maybe 13 to 15% - albeit with a lot of uncertainty.
And we should expect perhaps 5% ORR in the physician's choice treatment arm. So I still wouldn't expect stat sig even if it is a viable drug. Could happen - but I wouldn't count on it.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.