Replies to post #142678 on Biotech Values

[mcbio]

My guess is that, unlike HG/TN, ultra high G does NOT show meaningfully increased efficacy over high G (which was almost entirely driven by TN/HG subgroup anyway).

Perhaps there could be a diminishing rate of effect as they move towards higher levels of GPNMB expression. I'd be more concerned obviously if ultra high G 011 arm doesn't show efficacy compared to IC group. Even if it shows similar efficacy to the high G group, as long as 011 still meaningfully beats the IC arm, I think that would bode well for CLDX.

[jq1234]

I am not sure ultra high GPNMB group is the same size as high and triple negative group in the trial. High GPNMB 011 N=25, IC=8, high/TN N=11, IC=3. Based on my reading on GPNMB, and the trial enrollment criteria of >=5%, I am fairly sure >=50% group is very small because they didn't exclude anyone barely above >=5% to save space for >=50% group in the trial. This is what usually happens in clinical trial when entry criteria is rather low.