Biotech Values

[poorgradstudent]

ARIA:

3) On EGFR, the position is more complex. Looking only at patients dosed at 120mg or above, we have 6 patients, 1 PR, 2 stable disease and 3 PD. The PR was in a exon 19 del patient, and it's worth noting that a cellular DEL model needed only about 1/2 the drug concentration than did a T790M model. So my guess is they need to push the dose some to reach T790M patients. Whether they will be able to do that or not remains to be seen - my guess is that if they went to BID they will be able to reach these patients - but that is just a guess. But even a single PR in a patient that failed erlotinob (or maybe even failed erlotinob plus affatinib or daconitimib) is significant.

This was briefly discussed in the CC. They suggested that given the long half-life, BID dosing would not be necessary.

In fact, they were almost a little terse about it.