Replies to post #245495 on Biotech Values

[Biowatch]

Putting ego before science?

Many researchers start small biotechs because they think they have a great idea, plus it pays a much better salary than academia or government labs.

In essence, a lot of small biotechs are just research labs that couldn’t get enough government funding to make a go of it, so went to the public market instead.

To be fair, the government is not set up to run a commercial company, and academia is strapped for cash, so if they can succeed on their own, then that’s great.

If not, it’s the shareholders left holding the bag.

[sks144]

The HR and P values in their P2 TNBC trial were encouraging. Maybe the real value of Trila isn’t in Myeloprotection but in anti tumor efficacy in immunologically hot tumor types. Clearly CRC was a mistake- but the drug did what it was supposed to do on the primary- it must have had some negative interaction with the chemo however

[sks144]

Have you seen the final trial design? It’s just one cohort. The 2L setting was eliminated because of uptake of Trodelvy in that setting. The trial is overenrolled and seems adequately powered to me. There wasn’t a material difference in 1L vs 2L efficacy in the P2. It was numerically lower but very small numbers. The bigger variable is the larger PDL (-) population in the P3