Biotech Values

[pcrutch]

I suspect the TOTAL data package had to be overwhelmingly in favor of Zytiga to halt the trial this early. JNJ is not in rush either to get approval for the indication, since its already listed in the NCCN Compendia.

I would suspect the OS/HR favor Zytiga heavily. Study stopped very early; I have a hard time believing the trial wouldnt have hit the OS endpoint if given a little more maturity. I think BSR's claim that the HR would decline at the same rate as the 301 trial is premature. I also heard from a KOL today that spoke very highly of the data. DSMB wouldnt have stopped this trial so early(full completion not expected till early 2014) if the overall data package wasnt extremely good.

IMO, DNDN is in serious trouble.