Biotech Values

[p3analyze]

Jq you are saying the IC all treated set median OS of 7.4 essentially set the upper bound for the median OS in the HG&TN subset. In the worst case the 10 months median of Cdx011 still compares favorably. Cool i can buy that it at least passes a red faced test.

I have to think about what the median OS of 11.3 months for the 5 IC nonTN HG patients which I estimated with fairly good precision from graphs 3&4 meant. They are clearly not outliers with 2 of them died before 7 months and the remaining 3 pts that survived longer than 11 months vs 9 to 10 IC nonTN and nonHG pts. Does this mean High GPNMB for non TN patients doesn't confer aggressiveness as it does for TN patients? The implied median OS for the 15 HG nonTN subjects in the CDX011 arm is 10 months, compared to the 11.3 months that I estimated. This is consistent with company decisi to not pursue nonTN HG studies. Obviously any inference also suffers small sample size, but does this mean cdx011 does not work in non TG despite of high G expressors? Shouldn't one expect at least a hint of benefit over the non-selective chemos?

I do realize all of this rationalizing could be turned over upside down because of small sample size. Ultimately Cldx has the most data in hand and hopefully in two to three years this can be confirmed.