Wednesday, June 06, 2012 6:03:53 PM
I disagree that JNJ's data had much to do with the drop, but the perception MDVN is going to clean their clock is a bigger one.
If you look at the survival curves from the AA-302 study, you see absolutely no benefit until about 18 months, but median duration of therapy was only like 15 months in the Zytiga arm and 9 months in the control arm. A little weird to not see an OS advantage sooner considering most patients are off-therapy by that time.
I am not impressed at all with Zytiga OS for the pre-chemo population. The subgroup forest plot is somewhat a mess. They really should have waited longer.
I have posted some the slides from the conference.
If you look at the survival curves from the AA-302 study, you see absolutely no benefit until about 18 months, but median duration of therapy was only like 15 months in the Zytiga arm and 9 months in the control arm. A little weird to not see an OS advantage sooner considering most patients are off-therapy by that time.
I am not impressed at all with Zytiga OS for the pre-chemo population. The subgroup forest plot is somewhat a mess. They really should have waited longer.
I have posted some the slides from the conference.
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