Replies to post #142464 on Biotech Values

[jq1234]

Admittedly I'm ignoring the unconfirmed responses.

Well if you ignore unconfirmed, there isn't much to talk about here. I actually don't look at ORR in this type of patient population, rather PFS. The PFS in the presentation is consistent with ORR (both confirmed and unconfirmed).

And if you look at Triple negative ITT, the response rate is the same as the high GPNMB, which isn't all that encouraging. I'll add the caveat that response rates rarely seem to scale with the degree of overexpression, and the boundary between high and low expression can be somewhat random...

I actually think the consistency among triple negetive, high GPNMB, triple negative and high GPNMB groups is positive. I don't know where you get the information ORR rarely seem to scale with the degree of overexpression. The boundary between high and low expression is always going to be a cutoff - that's what a dignostic is all about - people can always say it is arbitrary. Even if you think so, triple negative fills in nicely to me.