Replies to post #130887 on Biotech Values

[jq1234]

PS I agree with jq regarding the fact that with the bone scan data being so dramatic you'd expect that if it was fully representative of disease state that the pain reduction would be greater.

Exactly. That's why it is vital to extablish at what degree the bone scan data become clinically meaningful, 100% clear, 75%, 50%, or 30% reduction?

It seems it might take longer to get the data I want to see. Data from abstracts are incomplete. Maybe we can see more data during actual presentation.

[zipjet]

Thanks jq and iwfal.

So we have more pain data that is not meaningful and more extraordinary bone resolution data whose utility in predicting outcomes is unknown. In other words, more of the same. If that is not bad enough, we have no further elucidation of just what the bone-resolutions are.

:-)

I once attended a presentation by top researchers on the state of the art in a particular medical ailment at Washington University Medical School for MD practicing in the field. (I am not one but I got in.) The researchers discussed the research and the implications but would not commit to the utility of the findings. All they would commit to is the need for more research on the subject.

One MD-clinician then asked the researchers if they had the ailment and the treatment was available whether they would want it used on them. Yes!

I would like certainty Cabo but we do not have it. We do have EXEL at $4.40.

ij