Biotech Values

[biomaven0]

Thanks for the correction on the crossover issue.

ORR is a pretty unusual primary endpoint - I don't offhand recall other trials using it as the primary endpoint.

I very much take your point on the balance issue (it is a fairly small trial), but I nevertheless think the OS results will drive the stock. Maybe they shouldn't, but they will.

This is an interesting abstract suggesting that crossover in some circumstances could actually benefit the drug arm in OS:

http://jnci.oxfordjournals.org/content/early/2011/11/01/jnci.djr386.abstract

Peter