Replies to post #142719 on Biotech Values

[biomaven0]

The possible explanation is GPNMB typically expressed in tumor epithelium for TNBC, while non-TNBC might be expressed in stroma. The question is whether CDX011 works one way better than the other.

I think they said on the call that it in general it didn't appear to make much difference whether the expression was in tumor or in stroma. There is perhaps some bystander effect, so for small tumors it might not make that much difference.

Peter

[iwfal]

CLDX -

Again to minimize the drug's mechanism of action in later trial only works after you have right sample size to draw better conclusion. This isn't the case here.

I would suggest the sample size, small though it is, is adequate to largely reject (see previous post with WAG'd math) the hypothesis that the drug works meaningfully in refractory BC HG wo TN. Which is precisely why I deweight the MOA - even small trials can rule out the large efficacy results you need to see in surrogate endpoints in order to get acceptable results in OS.


Or you disagree with the math I gave in an earlier post #msg-76005421 ?