Replies to post #228350 on Biotech Values

[dewophile]

The data look marginal to me. If you like the pipeline who cares - a rejection means they don't waste money on what is likely to be a commercial dud even if approved

[miljenko]

MGNX: Marg OS benefit (difference) was weak, and for 3L/2L HER2-BC there is already better choices (from SGEN and Roche), so most likely not than yes to be recommended by AC.

Overall, small chance for approval, IMO.