Biotech Values

[bladerunner1717]

re: CLDX

I don't know if this explanation makes much sense, but I was thinking that since CLDX screwed up on the ASCO application (and could not present there) and given that the full data set won't be available for a while, it might make more sense to release the full data set at a major conference, i.e., the San Antonio Breast Cancer Conference in December.

I've been going over the PR again and I noticed that the CEO stated that "patients with >25% GPNMB expression levels and patients with triple negative disease account for more than 35% of the total breast cancer population..." I believe that number is considerably higher than someone--possibly Peter or jq--had said in a post directed to me some time ago. No one here has yet commented on that statistic. If the number is valid--and I have no reason to doubt that it isn't--then CDX-011 is addressing a much larger patient population than most here had assumed.


Bladerunner