Biotech Values

[DewDiligence]

>Thanks Dew for the KM Curves. This is the first time that I have seen 9902a. I am surprised at the separation favoring Provenge arm of the 9902a curve with all of the imbalances against Provenge.<

Given that the 9902a hazard ratio is 1.3, the K-M curves have to show a commensurate amount of separation somewhere—the question is exactly where.

What’s notable about the curves is that, other than some separation at the 50% level on the y-axis (which made the improvement in median survival artificially large compared to the improvement at, say, the 40% and 60% levels), almost all of the separation occurs during the third year. Regards, Dew