Biotech Values

[mcbio]

I personally believe the synergistic VEGFR/MET will demonstrate broader activity in 2nd line HCC vs pan MET.

By mentioning pan MET, are you suggesting there is a difference between the MET component of cabo and tivantinib (which only inhibits MET)? I just assumed the only differences between cabo and tivantinib are that cabo also inhibits VEGFR; I wasn't aware of any specific difference between the MET inhibition components of the two drugs.

That said, I was disappointed that Exelixis didn't break down survival in the small sample size of low MET vs high MET population.

Yeah, this goes along with me thinking I shouldn't be concerned about EXEL's comments as they relate to ARQL. OS data is much more important than tumor shrinkage and just because EXEL doesn't see MET status translating to tumor shrinkage doesn't mean that it doesn't translate to actual OS. This might actually end up being more of a negative for EXEL if they are not looking at low MET and high MET as it relates to OS and there does end up being a correlation.

Also, if you look at the chart demonstrating MET status, the majority were of unknown status.

As I mentioned, EXEL said in the 3Q12 CC that it was about 50%.