Replies to post #246671 on Biotech Values

[DewDiligence]

I don’t see how [PFE] could have data since it’s not a SGEN sponsored trial.

Good point. Nevertheless, the analyst (Steve Scala, Cowen) asked if PFE had seen any data from this trial prior to inking the SGEN acquisition and if PFE considered this trial an undue risk. The answer to the first part was no and the answer to the second part was essentially no comment.

I have to think PFE did their diligence though and knew this was a looming threat (one that again probably won’t have mature OS data for several years).

The text you enclosed in parentheses is key insofar as SGEN will almost certainly have the statisg OS benefit from the ECHELON-1 trial in the Adcetris label soon.