Replies to post #240429 on Biotech Values

[DewDiligence]

AADI—Impressive that a "mere" formulation change to a very old drug (sirolimus) was sufficient to get such responses in an aggressive form of sarcoma.

[DewDiligence]

AADI -46%/AH on weak ORR for nab-sirolimus:

https://www.prnewswire.com/news-releases/aadi-bioscience-reports-interim-results-from-precision1-trial-of-nab-sirolimus-demonstrating-anti-tumor-activity-in-solid-tumors-with-tsc1-or-tsc2-inactivating-alterations-302016094.html

The confirmed ORR was: 4/19 (21%) in patients with a TSC1 mutation; and 1/11 (9%) in patients with TSC2 mutations.