Biotech Values

[mcbio]

This (Avastin didn't improve OS in 1st line GBM) would open the market for CDX110 in 1st line EGFRvIII+ GBM if the ph3 trial succeeds.

Thanks jq. Makes sense.

CDX110 + Avastin in recurring GBM with PFS as endpoint is a little bit longer shot to me.

I wish they were at least running OS as a secondary endpoint so we could get some idea of an early OS impact of the combo. That said, perhaps if the rindo arm is substantially better on PFS it could point the way to a perceived OS benefit vs. Avastin alone?

Of more near-term importance for CLDX is the update we get on 011 at the SABCS next month. Real important update for CLDX I think.