Biotech Values

[iwfal]

ECYT -

they claim that their follow-on drug targeting folate receptor in oncology indications, EC0531, that is set to enter the clinic soon, is 25x more potent than EC145 (vintafolide).

Yet again my pet peeve - once a drug gets reasonable efficacy with tolerable sized pills or subq injection or ... then further potency is generally of little importance. Comparative specificity, pk, ... are much more meaningful since they indicate potential improvement of efficacy vs toxicity - but much more difficult to accurately characterize pre-clinically and so there are a ton of PRs touting a statistic that sounds cool but means little. FWIW In practice I count such touting as a strike against a company because it either indicates sloppy understanding or a hyping attitude.