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Replies to #5302 on Biotech Values
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randychub

12/01/04 10:41 PM

#5303 RE: DewDiligence #5302

I could understand misleading if the results where not so different, but 143% in OS with 191 patients. Isn't that a bit of a stretch?

Thanks,

Randy
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randychub

12/01/04 11:03 PM

#5305 RE: DewDiligence #5302

Dew - are you speaking of slides 14 and 16 that where displayed at the rodman conf? The diff. on those slides at .50 look good if I'am looking at the right content.

http://www.wallstreetwebcasting.com/webcast/rrshq4/ym/
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poorgradstudent

12/02/04 11:05 AM

#5321 RE: DewDiligence #5302

>In a case like this it is helpful to see the K-M curves themselves. Comparing only the median values of the active-arm PFS and OS to their placebo-arm counterparts can be misleading.<

For overall survival i definitely agree. I've already seen the k-m curves for the finished phase III. In the subgroup of interest, there is no evident treatment influence on the k-m until 8 months. Also from the look of the k-m curves, it looks clear that the lack of PFS improvement isn't simply due to a consideration of a single point.

Heck what do i know? I'm sure the trial will work.