Replies to post #243802 on Biotech Values

[dewophile]

Yes, although the data in HRp is not as robust. This is where CLVS may get the most traction commercially down the road but with all the slicing and dicing of the data they didn't give an update here and all you can do is guess based on ITT vs BRCAm/HRD the benefit in the HRp.

[dewophile]

It’s getting harder and harder for anyone to justify not using a PARP inhibitor in ovarian cancer first-line-maintenance, yet many oncologists are still doing that.

This reminds me a bit of the adcetris story in front line HL. Many oncologists didn't use the drug in front line based on mPFS even though year after year the PFS data was encouraging. In the meantime there were lives lost (mostly young) now that you have a documented OS benefit while stubbornly waiting for OS to mature 5+ years later