Biotech Values

[BTH]

I think the simple takedown of this failed trial is this: if you have a highly targeted molecule, focus highly on that specific target and patients who specifically benefit from the drug - and don't dick around with all-comers or pseudo all-comers trials. This MARQUEE trial reminds me of a transitional trial from the days of those "kitchen sink" trials, into a true biomarker driven, diagnostic, new paradigm trial. MARQUEE was shortcut to something in between...."lets do a biomarker trial, sorta, but lets not truly drill down to the patients which will show the most success."