Replies to post #95091 on Biotech Values

[sdtrond]

iwfal,

Trond>>
I still find it curious how anyone can make the case that this particular drug has marginal efficacy?

iwfal>>
Because I think you'd be hard pressed to find many onc drug with an HR>0.75 that made more than $1B/Yr in any given single indication...

I asked about this particular drug and you go off to "many onc drugs". I wasn't asking about revenue estimates.

Based on IMPACT data and looking at prior trial data, my question still stands: how can you make the case that this particular drug has marginal efficacy?

Regards,
Trond