Replies to post #141307 on Biotech Values

[iwfal]

SNTA -

ALK (for that reason) was not one of the 4 prespecified analysis groups

Obviously I haven't been paying enough attention - have they been precise regarding what the pre-specified subgroups (albeit with one being their proprietary subgroup)?

[Summer2762]

It seems like it is not ALK.

According to the presentation made today by George Farmer, the Vice President of Corporate Development at Deutsche Bank Health Care Conference, the decision to move to P3 was based on TWO prespecified subpopulations. That's interesting.

Also, he insinuated that the data in these subpopulations is way better than mere doubling of the PFS even though he admits that he has not seen the data.

[biomaven0]

I'd much rather have a signal in ANOTHER subpopulation of NSCLC than just ALK.

I agree it can't be ALK - just not enough patients. I'd bet on KRAS and LDH.

Peter