Replies to post #70149 on Biotech Values

[mcbio]

Re Tykerb+Femara combo/implications for IMGN

>Note that only about 20% of the patients in the trial were HER2+.<

I realized that only a subset were HER2+ but was just hoping that I could roughly compare that subset to the patients in IMGN's Phase I. I'll forget about that exercise now.

Tykerb+Xeloda's historical PFS is about 6 months in second-line setting so IMGN hopes it can best that drug combo head-to-head in the Phase III, since T-DM1 has a PFS of 9.8 months in Phase I. The caveat of course is that you can't always rely on historical data to be borne out in a current trial.