Replies to post #120675 on Biotech Values

[genisi]

Master, don't you have these odds [odds of success in non-carrier near 60% and carrier around 25%] reversed?

I think he meant what he wrote because in phase II, the post-hoc ApoE4 subgroups analysis showed good efficacy only in non-carriers.

[masterlongevity]

The ph 2 data showed a statistically significant benefit of bapineuzumab over PBO in the ApoE4 non-carrier population on almost every measure. The caveats are that this was a post-hoc analysis and the PBO decline was a little worse than historical average.

In the same post-hoc, bapineuzumab did not show benefit over PBO on ANY measure in the carrier population

Part of the retrospective rationale is that maybe the carrier population has a more aggressive disease and needs to be treated earlier.