Biotech Values

[caravon]

Let us wait for Marquee data/results.

Something very special takes place using Tivantinib in NSCLC
- HR for PFS was excellent
- HR for OS was very poor
The same picture was observed in PhII in c-MET low ITT pts population.

These results are very much different from MetMab PhII data in NSCLC
- 52% of all pts were C-MET high
- HR~1 was in ITT pts for both PFS and OS

The bottom line
In c-MET low NSCLC pts population, MetMed results make sense but Tivantinib results do not "make sense".

Appears that these c-MET inhibitor drugs have different mechanisms of action.