Replies to post #96776 on Biotech Values

[DewDiligence]

BMY/Ipilimumab:

The survival benefits are certainly a step in the right direction, but 4 months may be a hard sell to patients given the possible adverse events.

As you probably know, the median values per se don’t mean squat. I haven’t seen the Kaplan-Meier curves for the Ipilimumab arms vs the (gp100) control arm, but it’s clear from the one-year and two-year survival rates reported in #msg-50952301 that a large portion of the survival benefit is attributable to the rightmost tail. This is hardly surprising given Ipilimumab’s immune-boosting MoA (#msg-50952010 bottom). Regards, Dew

p.s. Please see the photos in #msg-47415590 if you have not already done so.