Replies to post #142671 on Biotech Values

[mcbio]

I've been going over the PR again and I noticed that the CEO stated that "patients with >25% GPNMB expression levels and patients with triple negative disease account for more than 35% of the total breast cancer population..." I believe that number is considerably higher than someone--possibly Peter or jq--had said in a post directed to me some time ago. No one here has yet commented on that statistic. If the number is valid--and I have no reason to doubt that it isn't--then CDX-011 is addressing a much larger patient population than most here had assumed.

I think the CEO is referring to those patient populations separately, not as one combined group. So, he's saying that >25% GPNMB expression level group by itself and then TN group by itself when added together account for more than 35% of market. I don't think he's saying that patients with >25% GPNMB expression levels who also happen to be TN account for 35% of market. (Would obviously love to be wrong here in my assumption.)

[iwfal]

CLDX -

I noticed that the CEO stated that "patients with >25% GPNMB expression levels and patients with triple negative disease account for more than 35% of the total breast cancer population..." I believe that number is considerably higher than someone--possibly Peter or jq--had said in a post directed to me some time ago.

It is true that the BC patients who are Triple Negative and/or High G do make up more than 35%. However, as I pointed out earlier, the ph ii data they just released makes it clear that the group matters in Triple Negative AND High G. There is little or no efficacy with this protocol in HG by itself or TN by itself. And patients who are TN AND High G appears to be make up 10% of the BC population (at least as seen in the trial).