Biotech Values

[iwfal]

CLDX - and MOA weighting -

The reason I focus on HG with TN stratification more is due to the drug's mechanism of action.

Tx for the dialog. That is what I suspected and it is another area where I tend to differ from many in the science community (and this board). I tend to weight MOA very minimally once you have ph ii data. I describe it as: In a search for buried treasure in City X, MOA data can get you to the right neighborhood, and if you are very lucky, to the right block. But it will never get you to the right house, much less the correct area of the yard. My rough guesstimate of weightings (obviously modified to varying degrees by results in related drugs, size of trials, ...)

a) In designing pre-clinical animal trials - MOA is 50% weighting.

b) In designing ph i trials - MOA is 30% weighting.

c) In designing ph ii trials - MOA is 20% weighting.

d) In designing ph iib trials - MOA is 10% weighting or less