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drbio45

05/29/14 6:40 AM

#178515 RE: mcbio #178512

ARQL

I agree with your comments. We do not know what we do not know but based on previous data the drug appears to work

I was at the credit suisse conference. They had an oncologist expert speaking about lung cancer drugs in general. The analyst never asked about Tivantinib so it didn't come up.

When he left I stopped him in the lobby and asked him about it and what he thought based on the metmab failure.

He said they took metmab through phase 3 based on a phase 2 trial with a lot of holes in it but he thought tivantinib should be further explored and has value

That is more comforting to me than the market or the ihub board.