Replies to post #120079 on Biotech Values

[DFRAI]

OT - ONCY (looks like a trade to upside)

i botched the reply. all i wanted to bring across is that the SOC - standard of care for specific type of cancers is pretty much a known result - easily quantifiable based on the last 1-20 yrs research which has not changed much.

example - pancreatic cancer patient - on standard soc lives 6 months

trying a new agent - oncolytic virus yields 24 months in combo with SOC.

what is the value of subjecting those patients to another round of SOC when you know the outcome - 6 months

hence my reservation about randomized trials. There is a place early in the drug life perhaps ...but not everytime you test a new drug...