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Replies to #2048 on Biotech Values
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masterlongevity

04/30/04 10:34 PM

#2049 RE: DewDiligence #2048

Dew

Median survival was assesses in the iressa trial; it just wasn't a primary endpoint. Believe me, if there was a survival benefit, AZN would be touting it.

However, I still agree that we cannot definitively say tarceva is better. but, i am optimistic.
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rkrw

05/03/04 3:26 PM

#2074 RE: DewDiligence #2048

Dew,
One drug has a statistically significant survival benefit, the other doesn't. Survival benefit is the strongest data possible in cancer. It's now up to iressa to prove it's tarceva's equivalent. Do you think iressa would risk it all and go head to head? I doubt it.

<<The first half of your statement is tautological given the definition of median survival, so it requires no discussion>>

You make no sense. Tell me how they can achieve a *statistically significant* median survival benefit yet you're arguing their may not be much difference in mean survival. You're stretching yourself very thin. I suppose it will all come out at ASCO.

P.S. You misunderstood PoorGradStudent. His comment wasn't about failed trials, it was about the patient populations, i.e. How many prior treatment regimens they had failed.