Biotech Values

[geneman]

I was at this talk. Interesting that there was no improvement in PFS at all yet they showed an improvement in OS. One of the moderators pointed out that the entire survival benefit may be attributed to GMCSF ameliorating some of Ipi's "horrendous side effect profile" (her words, not mine).

Bottom line is that GMCSF, by itself, is not even close to an appropriate comparator in 2013. They will need to re-think their approach.

cheers, Geneman