Biotech Values

[Summer2762]

Re: ARQL

Here is a table I found which was not part of the pdf of the article I had. This appendix of the article shows PFS and OS According to MET GCN Status. This supports my thesis that increased MET GCN may not be a such a good biomarker for tivantinib.

http://jco.ascopubs.org/content/29/24/3307/T6.expansion.html

To confuse things further, the authors say that [based on the data presented in this table and ...]

[...], given that tivantinib was initially identified from a cellbased
screen, we cannot rule out that the demonstrated anticancer
activity of the compound relies on additional mechanisms other than
MET inhibition.

Wow!!

Even with all these negative reasons cited. I still think the NSCLC trial has a good chance of early unblinding.