Biotech Values

[jq1234]

I understand both sides of arguments here. I just try to explain why the market value ECYT as the way it does right now.

I can easily poke holes into your argument. EMA conditional filing bar is very low, they even gave conditional approval to pixantrone because conditional approval needs to be renewed every year. As of FDA allow filing with PFS data, what magnitude of PFS advantage without survival trend would be enough for approval? Is 2.5-month (likely much lower in larger trial) enough? I am not sure.

We already know dissecting clinical data can be tricky and misleading. The data released in press release in this situation are just not reassuring to many people. EC145 certainly could work, I just don't know based on what I see so far.