Biotech Values

[bladerunner1717]

re: CLDX

Clark,

It's unclear to me why you keep insisting that "There is little or no efficacy with this protocol in...TN by itself."

Certainly, I don't understand the statistics as well as you do. But in the table in the PR, the response rate, the disease control rate and the tumor shrinkage rate are all considerably higher in the CDX-011 arm than in the IC arm. You can analyze the statistics any way you want--and I appreciate you sharing your knowledge of the field and your critical thoughts with the board--but clearly this drug shows activity in TNBC.

Not saying that you're necessarily wrong, but those numbers don't look like a "fluke" to anyone I know who is knowledgeable and commented on the results, that is, anyone but you. Maybe you can explain in simple terms for my simple mind why your view of the numbers differs so significantly from other analysts.


Bladerunner