Replies to post #139510 on Biotech Values

[exwannabe]

TH-302 340mg PFS @ 6.0 months is underwhelming - imo this is a SELL THE NEWS event. Also seems the side effects are amplified.

I dont follow THLD, but the data looks good from here.

Saying "6 months" means nothing. It was an HR of 61%, which looks good to me. If the trial population is very untreatable, 6 months can be impressive.

And nothing jumped out on AEs, is there some particular issue you are refering to?

[Summer2762]

I'm not sure how the market will react but this is better than my expectations. I did not expect to find M/LA>3 and median cycles of G > 3.

[pcrutch]

Pretty sure you are completely off base with your statement about PFS and its side effect profile