Replies to post #111592 on Biotech Values

[DewDiligence]

AMGN’s 30-minute webcast at the DB conference was entirely devoted to the recently reported Xgeva results in bone-met prevention in CRPC.

Presumably this bodes well for EXEL and XL184 in terms of its potential future role in bone-met treatment.

Maybe, but that’s not why I mentioned the AMGN webcast; rather, I think the AMGN webcast is a good listen in order to understand why the Xgeva phase-3 study in CRPC did not show a benefit in overall survival despite hitting the primary endpoint in PFS.