Replies to post #115019 on Biotech Values

[jq1234]

I am listenning to the webcast. The guy from Dana Faber gave really good overall review of prostate cancer in general. XL184 is highly promising, but there are questions that can only be answered overtime with more data.

[I am mostly interested in duration of response data, I guess have to wait until ASCO]

Here are summary of key data, compared against data from Nov2010:

Per mRECIST for lead in period:

11/2010: DCR at 12-week 71% (24/34), confirmed response 9% (3/34)
02/2011: DCR at 12-week 74% (74/100), confirmed response 6% (6/100)

Per Bone scan:

11/2010: Partial or complete resolution 95% (19/20)
02/2011: Partial or complete resolution 85% (53/62)

[iwfal]

EXEL XL184 poster - one thing they did do in the poster was elucidate the pain improvement. It didn't actually look that good to me:

60% had improvement at week 6 or week 12.

Note the 'or'. And note the apparent lack of a threshold. From memory I believe that with Tax 324 (327? ?) the SOC group got 20 something percent with a threshold and a scheduled measurement point. Docetaxel got somewhat better results although I don't remember the amount. Given that comparative data 60% doesn't look a lot better than SOC from Tax 327.

PS If there was a meaningful threshold then the 60% might mean something - but given the 'or' it still isn't something I'd count on.