Biotech Values

[poorgradstudent]

CLDX:

The result is very promising to me, especially in triple negatives. Even if GPNMB testing/selection was biased, the triple negative cases showed (even though small sample size) the drug hit the target - patients at this stage usually with confirmed triple negative status already.

I guess I'm a curmudgeon because I don't see much in these results.

In the triple negative population they had 2 confirmed responses out of 24 patients versus none in 9 control patients. Triple Negative / High GPNMB was 1 response out of 11 patients versus 0 for 3 in the control. I'm not sure these numbers even suggest a positive trend?

And if you look at Triple negative ITT, the response rate is the same as the high GPNMB, which isn't all that encouraging. I'll add the caveat that response rates rarely seem to scale with the degree of overexpression, and the boundary between high and low expression can be somewhat random... but still.

Admittedly I'm ignoring the unconfirmed responses.