Monday, March 12, 2012 9:22:25 PM
I posted earlier about a study comparing two single treatment drugs with Paclitaxel and Carboplatin for a group of elderly patients with NSCLC. The control arm in that study was over six months for PFS, comparable to the recent Bavi study reported results. The most prominent other study I found with reference control arm data was the Avastin study that showed a PFS median of about 4 1/2 months, which was the PPHM study design bogey for PFS.
There is more to the story about investigator interpretation of results and independent reads than would apply just to the Bavi study, methinks. Yes, MOS is a statistic not subject to investigator bias. It looks like outperforming around 10.3 months MOS is the new Bavi NSCLC study bogey. Outperforming Avastin would be nice but matching performance would be adequate, it seems.
I had been expecting a big PPHM pps shakeout before the anticipated upward climb, but not anything like what was triggered with the Bavi PFS results reporting. It would seem, some in the market were prepared for action due to PPHM's accommodating pre market news release.
Trek nu Loof, I still like that PPHM millionaire ditty you penned, LOL! I hope that the Bavi MOS results bring that result back into range. The post 2008 financial market crisis has shown strange times for retail investing-- and not just in PPHM.
Best wishes and IMO.
KT
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