Biotech Values

[poorgradstudent]

Well, as jq noted, they seem to be pursuing similar strategy as ARQL (monotherapy in HCC) and they are well behind in it.

A question to both you and jq would be: do we know what their strategy is?

Until you see a phase 3 plan, I'm not sure if they'll differentiate or follow in ARQL's footsteps. In other words, are they doing some prospective testing / stratification in their phase 2 that is not known to us but is informed by their internal research?

So I agree with you if they do indeed simply follow ARQL. But right now, it's not clear to me what exactly they're planning.