Replies to post #138441 on Biotech Values

[Summer2762]

I am extremely surprised by this. One co-primary end point doesn't reach statistical significance and the trial still ends early? Did J&J apply a little bit of pressure on DMC to get abiraterone out asap to hamper the MDV3100 trial or prevent MDV3100 messing abi data? Now, we wont even know the real OS advantage was. I knew that the choice of DMC makes a difference but I didnt expect this.

[jq1234]

I am surprised as well. PFS isn't necessarily a good indicator for OS in CRPC. Really need to see full data on this one at time of interim to make judgement.

[DewDiligence]

JNJ’s Zytiga logged $200M in 1Q12—roughly the amount of Provenge that DNDN sold for the entire 2011 year:

http://www.investor.jnj.com/common/download/download.cfm?companyid=JNJ&fileid=560278&filekey=78307b71-74b0-43e1-af2a-a4ec758c6534&filename=SKPFQ112.pdf

The above comparison is not apples to apples insofar as half of Zytiga’s sales are ex-US. Still, there can be little doubt as to which of the two drugs is destined to become a bigger-selling product.