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Replies to #67062 on Biotech Values
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iwfal

10/06/08 9:09 AM

#67067 RE: DewDiligence #67062

I seem to recall there was someone who stated that the true underlying HR of Provenge in this patient pool was about 1.25.

Yes. You are owed some count coup points. But not too many (at least against me -g-), since I would expect the HR to go up now with the tail events coming in. My guess is the final will come in close to the middle between your guess and mine.

PS Did they give the event count? (among other things it bears on the amount that the HR will go up with the tail events).




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poorgradstudent

10/06/08 1:13 PM

#67093 RE: DewDiligence #67062

>I seem to recall there was someone who stated that the true underlying HR of Provenge in this patient pool was about 1.25.<

Hey!

Two points:

1) I don't recall you saying that the cox regression adjusted HR was 1.25. I'm assuming that today's HR is from the cox model since this is what is presumably used for the final outcome.

2) My HR of 1.2 is still in the running. That was a log rank assumption.